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About the role
Key responsibilities & impact- Review, model, analyze, and rebalance investment portfolios.
- Develop an understanding of investments, markets, and planning.
- Create balance sheets, allocation reports, performance reports, cash flow analysis, Monte Carlo simulations, and other client reports.
- Assist in all aspects of client service, including but not limited to spreadsheets, analyses, letters, tax documentation, emails, presentations, and data input.
- Create and deliver prospective client proposals and inventories.
- Become an expert in one of the core disciplines/tools (technology, concept, etc.).
Requirements
What you’ll need- Bachelor’s degree in Finance, Accounting, Economics or similar field required.
- Advanced degree, designations, and/or certifications preferred (CPA, CFP, MBA, etc.).
- Demonstrated related experience may substitute for preferred education.
- Minimum of 3 years of experience in similar role required.
- Series 65 Required (Series 7 or 66 may be used as substitute). Must be obtained within three months of employment.
Benefits
Comp & perks- Health insurance
- 401(k) matching
- Flexible work hours
- Paid time off
- Professional development opportunities
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
investment portfolio analysisbalance sheet creationallocation reportsperformance reportscash flow analysisMonte Carlo simulationsdata inputclient proposalsfinancial modelingspreadsheets
Soft Skills
client servicecommunicationpresentation skillsanalytical thinkingattention to detailorganizational skillsproblem-solvinginterpersonal skillstime managementcollaboration
Certifications
Bachelor's degreeCPACFPMBASeries 65Series 7Series 66