Associate, Global Client Group (Independent Advisor Group)
Core
Supporting Regional Directors in managing relationships with large fee-only financial advisor (RIA) clients on the west coast by delivering portfolio analysis, investment education, and client service.
Role type
Associate, Global Client Group (Independent Advisor Group)
Builds
Investment-related webinars, portfolio analysis reports, and marketing materials for RIA clients.
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Portfolio analysis, capital market research, quantitative problem-solving, Excel, Access, verbal and written communication
Preferred skills
MBA, CFA, CFP
Technologies
Excel, Access
Responsibilities
Constructing complex portfolio analysis for Advisor clients and prospects, delivering educational investment webinars, answering the Financial Advisor hotline, assisting in developing investment marketing materials
Seniority
Associate, 2-4 years experience