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Investment Associate at Claire Myers Consulting

Remote: 
Full Remote
Contract: 
Full time
Experience: 
Mid-level (2-5 years)
Work from: 
Wisconsin (USA), United States

Offer summary

Qualifications:

Bachelor’s Degree in business, finance, or related field, SIE, Series 7 and 66 preferred.

Key responsabilities:

  • Executing buy and sell orders, rebalancing assets
  • Processing paperwork for investment/advisory accounts
  • Discussing rollover opportunities and tax consequences with clients
  • Participating in client meetings and explaining advisory products
  • Running performance reports in various platforms
Claire Myers Consulting logo
Claire Myers Consulting Human Resources, Staffing & Recruiting Small startup https://www.clairemyersconsulting.com/
2 - 10 Employees
About Claire Myers Consulting
Based in Northern California’s wine country, our recruiting firm believes that if your employees truly are your best asset, then the quickest way to grow your business is to get better at getting (and keeping) better people. We are a team of strong, knowledgeable, and empathetic recruiting professionals. You would be hard pressed to find a team that works harder than we do or who has more fun doing it! Our team can independently own the recruiting process from start to finish OR we can serve as an extension of your internal team. Either way, we work closely with leaders to calibrate the candidate profile. Then, we source, screen, interview and manage the selection process for any role in the organization. If you don't already have a system, we help set-up your infrastructure to ensure a sustainable process for future months and years. We are headquartered in beautiful Sonoma, CA - working all over the country - and we have experience placing various roles within many fields including Financial Services (commission & non-commission roles), Technology, Healthcare, Nonprofit, Manufacturing, Sales, Consulting, Clean Energy, & Wine Production. Check out a few of our recruiting stats: - Our average time to fill is 45 days - 72% of our candidates are found by our active sourcing methods vs. applying for the role - We have a combined 75+ years of recruiting experience - We have 50,000+ followers on LinkedIn- many of whom are passive candidates - Our ATS has 100s of active and passive candidates with various experience Endorsed as a top recruiting firm through Forbes Let us know how we can be a resource for you!
See more Claire Myers Consulting offers

Job description

Our client is a premier retirement management practice that goes beyond just managing investments. Through comprehensive planning, they serve as guides for their clients as they begin to unwind their hard-earned retirement savings. This firm is a top-tier practice, managing over a billion in assets. The level of care and the services they provide leave their clients feeling secure and ready for the future. Their core values are integrity, accountability, and courage.

They are seeking to add an Investment Associate to their inclusive and fun working environment with room for growth and advancement. They place a high value on team culture and take pride in the special environment they have created together.

They offer a competitive benefits package, work from home flexibility and amazing team events and outings.

Responsibilities

  • Executing buy and sell orders, rebalancing, and maintaining asset allocation in Envestnet.
  • Following up and resolving all trade-related issues
  • Preparing and processing all paperwork needed for investment/advisory accounts.
  • Executing, monitoring, and following up on asset transfers as well as initial and subsequent funding of advisory accounts
  • Discussing potential rollover opportunities from other retirement plans
  • Processing proposal amendments, monitoring alerts and annual reviews in Envestnet.
  • Monitoring holdings for program eligibility in advisory accounts
  • Participating in client meetings for financial or investment plan development or presentation
  • Corresponding with clients to manage advisory related service issues.
  • Explaining advisory products or advisory performance to existing clients
  • Executing and monitoring asset movement in accounts
  • Discussing and understanding tax consequences with clients
  • Running performance reports in Envestnet, Morningstar, Ycharts, and NMCIR


Qualifications

  • Bachelor’s Degree in business, finance, and/or related field
  • SIE, Series 7 and 66 preferred (or must acquire within first 90 days)
  • 2-5 years financial planning experience
  • Extremely client-focused, initiative-taking, “what more can I do?" approach.
  • Ability to work independently, as well as part of team, and actively contributing to the group to complete tasks, meet goals or manage projects.
  • Encompasses effective people skills to collaborate with team members.


Required profile

Experience

Level of experience: Mid-level (2-5 years)
Industry :
Human Resources, Staffing & Recruiting
Spoken language(s):
English
Check out the description to know which languages are mandatory.

Hard Skills

Financial PlanningClient ServicesAsset AllocationInvestment ManagementPerformance ReportingTrade LifecycleTax LawsAdvisory Work

Other Skills

  • Teamwork
  • Communication
  • Problem Solving
Are you interested?

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