Private Wealth Service Advisor

Our client is a mature, dynamic Wealth Management Advisory firm in New Hampshire providing high-end investment & financial planning services seeking an energetic, detail-minded, and business-oriented investment associate who thrives in a collaborative setting.

The ideal candidate has a strong investment analysis/management background with an emphasis in financial planning. This individual is self-motivated, possesses exceptional problem solving and analytical skills. This individual will work within the existing infrastructure in investment analysis and planning.

Responsibilities

• Service and maintain book of business
• Trading of assets in accounts to include portfolio rebalancing, distributions and tax loss harvesting
• Coordination with the Wealth Management Company, Private Client Services & fund companies to prepare and execute recommendations across portfolios and individual holdings
• Monitor asset/security level variance including fixed income maturity and credit ratings
• Coordination of multiple transactions from various accounts and sources to achieve specific results (Account Opening and Account maintenance)
• Understanding of various types of distribution strategies with ability to provide recommendations/options
• Execute high quality written and verbal correspondence with clients as well as within the firm
• Conduct research on recent economic and market developments related to portfolio construction and financial planning
• Look for emerging trends related to the planning process and client planning model
• Provide guidance around portfolio construction, security, and asset class changes
• Prepare client quarterly reviews, including attribution analysis and portfolio recommendations.
• Research and solve client questions and inquiries
• Assist with internal workflow system upgrades and development

Required Qualifications

• Bachelor’s degree
• Series 7/63, 65 or 66
• 5+ years of Investment Analysis, Operations and Planning experience
• 5+ years Trading, Tax Loss Harvesting
• Committed professional career within the financial industry.
• Demonstrated organizational skills, ability to multitask, and time management skills
• Strong attention to detail with the ability to work with a high degree of accuracy
• Ability to work in a fast-paced environment
• Excellent oral and written communication skills