Portfolio Management Associate
Core
Support Financial Advisors and Private Wealth Advisors in developing financial plans, investment strategies, and client reports based on client goals.
Role type
Associate supporting Private Wealth Advisors
Builds
Client financial plans, investment strategies, and reports
Domain
Wealth Management / Financial Services
Required skills
Asset allocation, client reporting, financial research, estate/trust/retirement/insurance planning, digital marketing execution, financial products knowledge (equities, bonds, options, mutual funds, annuities, managed accounts), MS Excel
Preferred skills
Four-year college degree, professional certification
Technologies
Firm-approved portfolio management systems, MS Office (Excel), internet applications
Responsibilities
Enter or adjust asset allocations, prepare and review client reports, assist with financial research, participate in client meetings, update estate/trust/retirement/insurance objectives, review new client prospects, execute digital and in-person marketing strategies, provide feedback on business tools
Seniority
Associate, entry-level support role