Investment Management Specialist
$75,000–$108,000 year
On-siteWayzata, Minnesota, United States
Job Summary
Monitor the market environment and analyze portfolio recommendations to align client investments with goals, risk tolerance, and time horizons. Create analytical reports reviewing client portfolio performance against market returns and share pricing findings to ensure understanding of advisory solutions. Manage team proprietary models by participating in CIO updates and reviewing allocation changes while maintaining an understanding of the Chief Investment Office philosophy. Assess trends to implement investment strategies that increase growth and mitigate risk, ensuring all activities adhere to SAFE Act registration requirements.
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 Required
- 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
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