Associate Wealth Manager

Associate Wealth Manager
Company:

Amazon Hvh


Associate Wealth Manager

Details of the offer

About the Job

POSITION TITLE: CFA – Associate Wealth Management Advisor

POSITION DUTIES: Focus of position is on performance of quantitative financial analysis and participation in portfolio management activities for a broad array of individual, family and trust, and balance portfolios; each subject to the customized investment needs of the client. Position responsible for the following: Management of liquidity needs, analysis of equity, fixed income and opportunistic alternative investments as necessary. Provide analysis of prospective and existing client investment portfolios’ strengths, insufficiencies, and opportunities for improvement. Inform investment decisions by analyzing financial information to forecast business, industry, or economic conditions. Prepare plans of action for investment, using financial analyses. Maintain transparent work schedule/appointment calendar. Participate in benchmark scorecard reports tracking activity and results. A fundamental expectation will be to orchestrate and meet with 40-60 client/prospects per month. Educate clients on appropriate financial planning strategies, issues and opportunities recommended as appropriate and suitable. Run and demonstrate advanced planning what if scenarios, e.g. Monte Carlo simulations utilizing proprietary financial planning software (PPA and PPX), Y Charts, Envestnet, Net X, Morningstar, and S&P Global. Responsible for reviewing statements, forecasting review data, developing a meeting plan format, creating presentations, case documentation, and deliverables for all assigned clients. Work cohesively, contribute to a positive work atmosphere, and support other team members to enhance the overall performance of Ludacka Wealth Partners. Publish quarterly market overview (combination of readily available compliance approved material) in coordination with others. Contact clients, calendar review meetings, and make recommendations to their portfolios including asset allocations, individual stock and bond selections and adjustments to their risk profile annually. This position will function as client's advisor on the AUM side of their relationship with Ludacka Wealth Partners.
POSITION REQUIREMENTS: Master’s of Business Administration degree (foreign equivalent accepted) and 2 years’ experience. Experience must include 2 years’ experience in client-facing positions with a bank wealth management department, wealth management firm, family office, or other investment related firm.
Individuals must possess the following industry-related certifications:
Charter Financial Analyst (CFA)
Chartered Market Technician Associate (CMTA)
Accredited Wealth Management Advisor (AWMA)
FINRA Series 7, (or obtained within 180 days)

View more info
View less infoReport this job
POSITION TITLE: CFA – Associate Wealth Management Advisor

POSITION DUTIES: Focus of position is on performance of quantitative financial analysis and participation in portfolio management activities for a broad array of individual, family and trust, and balance portfolios; each subject to the customized investment needs of the client. Position responsible for the following: Management of liquidity needs, analysis of equity, fixed income and opportunistic alternative investments as necessary. Provide analysis of prospective and existing client investment portfolios’ strengths, insufficiencies, and opportunities for improvement. Inform investment decisions by analyzing financial information to forecast business, industry, or economic conditions. Prepare plans of action for investment, using financial analyses. Maintain transparent work schedule/appointment calendar. Participate in benchmark scorecard reports tracking activity and results. A fundamental expectation will be to orchestrate and meet with 40-60 client/prospects per month. Educate clients on appropriate financial planning strategies, issues and opportunities recommended as appropriate and suitable. Run and demonstrate advanced planning what if scenarios, e.g. Monte Carlo simulations utilizing proprietary financial planning software (PPA and PPX), Y Charts, Envestnet, Net X, Morningstar, and S&P Global. Responsible for reviewing statements, forecasting review data, developing a meeting plan format, creating presentations, case documentation, and deliverables for all assigned clients. Work cohesively, contribute to a positive work atmosphere, and support other team members to enhance the overall performance of Ludacka Wealth Partners. Publish quarterly market overview (combination of readily available compliance approved material) in coordination with others. Contact clients, calendar review meetings, and make recommendations to their portfolios including asset allocations, individual stock and bond selections and adjustments to their risk profile annually. This position will function as client's advisor on the AUM side of their relationship with Ludacka Wealth Partners.
POSITION REQUIREMENTS: Master’s of Business Administration degree (foreign equivalent accepted) and 2 years’ experience. Experience must include 2 years’ experience in client-facing positions with a bank wealth management department, wealth management firm, family office, or other investment related firm.
Individuals must possess the following industry-related certifications:
Charter Financial Analyst (CFA)
Chartered Market Technician Associate (CMTA)
Accredited Wealth Management Advisor (AWMA)
FINRA Series 7, (or obtained within 180 days)


Source: Monster


Area:

Requirements

Nurse aide i : atrium health jesse helms : ft evenings

Job Req ID: Position Number: Employment Type: Full Time Shift: Evening Shift Details: Evening 3p to 11p Standard Hours:40.00 Department Name: NSG...


North Carolina

Published a month ago

Nurse aide i : atrium health jesse helms : prn

Job Req ID: Position Number: Employment Type: PRN Shift: Variable/On Call Shift Details: Variable Standard Hours:4.00 Department Name: NSG : Certified Unit...


North Carolina

Published a month ago

Reg respiratory therapist i atrium health levines childrens hospital

Job Req ID: Position Number: Employment Type: Full Time Shift: Night Shift Details: 7p:7a Standard Hours:36.00 Department Name: LCH Respiratory Care...


North Carolina

Published a month ago

Reg respiratory therapist i atrium health levines childrens hospital

Job Req ID: Position Number: Employment Type: Full Time Shift: Night Shift Details: 7p:7a Standard Hours:36.00 Department Name: LCH Respiratory Care...


North Carolina

Published a month ago