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Posted: Wednesday, March 1, 2017 6:27 AM

Job Description:/h3:
Wealth Management Senior Associate: Premier HR Solutions is seeking a proactive, detailed and service:oriented individual to serve as the Wealth Management Senior Associate for an established wealth management firm. The firm was founded in 1987, has strong values and beliefs associated with service and innovation, and offers comprehensive benefits including major medical, dental, vision, 401K, community volunteer program, community sponsorship program and business attire reimbursement. This is a great opportunity for someone looking to advance his/her career in a collaborative and supportive work culture.
The primary purpose of the Wealth Management Senior Associate is to communicate the firms investment philosophy and ensuring that client financial assets are invested in a manner consistent with each clients investment policy statement and the firms investment philosophy.
Job Duties
Coordinates and oversees the formulation of an investment policy statement for each assigned client, in consultation with partners.
Serves as presenter of firms investment philosophy to potential clients and for ongoing clients thereafter based on initial assignment.
Serves as a professional bridge between the client and Client Services department during initial transfer process and on an ongoing basis thereafter.
Invests new client financial assets in accordance with each clients investment policy statement. Places trades on behalf of existing clients that arise from annual client meetings, internal quarterly rebalancing and client cash flows throughout the year.
Prepares for and attends financial plan creation meetings, quarterly review meetings with lead planner and annual review meeting for necessary clients.
Maintains good working relationships with clients; initiates client contact and consultations when necessary from financial plan creation meetings, quarterly review meetings, and annual review meetings.
Works closely with Chief Investment Officer and Wealth Planners to complete client related investment research projects and portfolio reports as requested.
Job Requirements
:Bachelors degree in Finance, Business, Economics or Accounting required.
:CFA or CFP designation
:Minimum 3 years previous experience in an investment management role, such as stockbroker, portfolio manager or investment representative.
:Excellent analytical and quantitative skills.
:Good platform speaking and presentations skills.
:Very good customer service and customer retention skills.
:Strong working knowledge of Excel and portfolio management software.
:Strong working knowledge of trading platforms and protocolspany Description:/h3:
Premier HR Solutions is a recruiting and staffing firm serving small to medium size businesses. The company specializes in working with business owners to provide solutions to their human resource needs.

EEOC Statement
Premier HR Solutions provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state and local laws. Premier HR Solutions complies with applicable state and local laws governing non:discrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including, but not limited to, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

Source: http://www.tiptopjob.com/jobs/64139783_job.asp?source=backpage


• Location: Austin

• Post ID: 17510486 austin
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