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Director of Investments
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$250
Full-time
- The Director of Investments is a senior level position on a Financial Advisor / Private Wealth Advisor team.
- This professional must have strong organizational, analytical and communication skills to effectively discuss investment strategies with the Financial Advisor / Private Wealth Advisor team and their clients.
- Partners with Financial Advisor / Private Wealth Advisor on the selection and oversight of investment managers, the development of asset allocation models and executes the implementation of the investment strategy on behalf of the Financial Advisor team
- Reviews and develops recommendations regarding the appropriate benchmarks for the current asset allocation in conjunction with the Financial Advisor / Private Wealth Advisor
- Active Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
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