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Private Client Associate
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Full-time
- The ideal candidate should have an interest in and beginning knowledge of investment management, asset allocation, portfolio construction, portfolio management, investment research, and trading.
- An interest in and understanding of private client issues such as investments, retirement savings strategies, wealth preservation, taxes, and investment implications of trust and estate plannings is also desired.
- We are seeking a candidate with excellent written, oral, and digital communication skills, strong quantitative skills, and experience working with or the ability to learn portfolio management software (e.g., Advent APX) and financial planning software (e.g., eMoney).
- This job could be appropriate for CFP candidates seeking experience hours.
- This could be anything from fielding everyday financial questions or more complex asset allocation questions to be addressed with the assistance of the client relationship manager.
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