Investment Management Specialist
$75,000–$108,000 year
On-siteWayzata, Minnesota, United States
Job Summary
Maintain understanding of the Chief Investment Office philosophy, proprietary planning, and investment management tools while monitoring, analyzing, and reviewing the current market environment and research portfolio recommendations. Manage client portfolios to align with client goals, objectives, risk tolerance, and time horizons by creating analytical reports that review client investment portfolio performances against market returns. Assess and share pricing findings with clients to ensure understanding of the value of advice and accompanying solutions. This role supports Financial Advisors across the enterprise, requiring SAFE Act registration and state registrations. The position is based in Wayzata, MN, with a 40-hour first-shift schedule.
Required Qualifications
- Series 7, 63/65 or 66 or equivalent
- must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they support
- SAFE Act Registration
- ADV-2B
- Maintain at least one firm approved designation
- Possess and demonstrate strong communication skills
- Thorough knowledge and understanding of the suite of Wealth Management products and services
- Strong analytical and portfolio management skills with the ability to identify trends and implement investment strategies to increase growth and mitigate risk
- Ability to make sound decisions by having a deep understanding of investment management best practices and policies/procedures
- Ability to identify client needs and concerns and articulate appropriate approach to align solutions to goals in a suitable and controlled way
- Causation Analysis
- Financial Management
- Investment Management
- Trading Strategy
- Trading and Investment Analysis
- Portfolio Analysis
- Portfolio Management
- Price Verification and Valuation
- Trade Monitoring
- Trading Client Investments Management
- Client Solutions Advisory
- Financial Analysis
- Financial Forecasting and Modeling
- Wealth Planning
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