Lead Advisor is a wealth management recruiting and consulting firm. This role is for one of our clients, an established wealth management practice in Raleigh-Durham.
Responsibilities
- Benchmarking and creating performance reports
- Creating investment proposals
- Ensuring all information is up to date in CRMS
- Ad hoc investment research reports
- Investment Trading
- Initial onboarding trading for advisory and brokerage accounts
- Ongoing trading for advisory and brokerage accounts
- Tax loss harvesting
- Opportunistic rebalancing
- Dollar cost average investing
- Tactical tilts
- Elimination of current holding(s) and/or introduction of new holding(s)
- Manage model transitions
Qualifications
- Bachelor’s degree in Finance, Economics or related field
- 3-7 years of direct experience in asset management, preferably working in investment-related functions
- FINRA SIE, Series 7, and 63 licensed
Required Skills
- Strong knowledge of traditional and non-traditional asset classes
- Excellent client presentation and analytical skills
- Experience with Pershing platform, Morningstar, Envestnet (EV2) and/or NetX360 technology a plus
- Strong understanding of investment strategies, financial planning, and trade execution
Preferred Skills
- Collaborative and detail-oriented with strong follow-through
- High adaptability and openness to learning new investment systems and tools
- Analytical mindset with the ability to assess market trends and risk management strategies
Investment Analyst in durham at Unknown Company
This position is listed as full time and onsite.