Portfolio Management Associate
Core
Support Financial Advisors and Private Wealth Advisors in developing financial plans, investment strategies, and client reports to deliver exceptional client experiences.
Role type
Associate supporting Financial Advisor/Wealth Management team
Builds
Client financial plans, investment strategies, and service reports
Domain
Wealth Management / Financial Services
Required skills
Asset allocation management, client report preparation, financial research, estate/trust/retirement/insurance objective updates, digital and in-person marketing execution, firm-approved system proficiency
Preferred skills
Four-year college degree, knowledge of equities/bonds/options/mutual funds/annuities/managed accounts, MS Excel proficiency
Technologies
Firm-approved financial 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 client estate/trust/retirement/insurance objectives, review new client prospects, execute marketing strategies
Seniority
Associate, entry-level support role