Junior Advisor
We are an Independent Registered Investment Advisory Firm providing investment advice for over twenty-seven years locally in the four corners area. We are seeking a full-time junior investment advisor. This position has the opportunity of advancement to become a staff Registered Investment Advisor in our growing organization.
We are seeking a self-motivated, energetic, organized professional. Must be a dedicated team player with skills in math, data management, professional correspondence and client relationship development.
Responsibilities:
- Ability to evaluate and act on decisions in a fast-paced environment
- Process trade transactions in accounts in an active management environment
- Manage re-balancing of client portfolios
- Review and implementation of financial planning needs of clients
- Actively contribute to the overall growth of the firm through marketing activity
- Contribute to portfolio management decisions customized for the client
- Contribute to tasks related to development of client relationships
Education: College level classes required with a bachelor’s degree preferred. Advancement to full time investment advisor professional level will require completion of a bachelor’s degree and achievement of a Certified Financial Planner Certificate (CFP). Ability to pass Series 65/66 examine within 60 days of employment if not already held.
Duties include but not limited to:
- Follow direction from more experienced financial advisors and provide ongoing support
- Participate in portfolio management development meetings and execute transactions where directed
- Participate in client meetings and develop notes for action items
- Staying informed on and continuously improve on knowledge in all areas impacting portfolio management and the financial planning needs of our clients
- Process client inquiries, handle telephone calls and complete assigned CRM tasks
- Monitor incoming email, responding where appropriate
- Miscellaneous projects and tasks
Skills and Qualifications needed:
- Experience with Microsoft Office Suite. Proficiency in Outlook and CRM systems
- High level of IT knowledge and use of various software programs
- Excellent business communication skills; both verbal and written
- Strong focus and organizational skills with the ability to prioritize and multi-task in a high energy office setting
The diversity of this role means you will be involved in many aspects of the company and will be a key part of working with a small professional team. The ideal candidate is someone who is seeking an opportunity in a small Colorado town environment, with room for substantial advancement in the business. If you are the right person, who has a love of learning with the determination to succeed, please send current resume with a one-page cover letter telling us about yourself.
Salary commensurate with experience. Some benefits included. Please be prepared to provide strong references as well as a college transcript. Background check will be required. We are a drug and smoke free organization.
Submit resume with Investment Advisor Trainee in the subject line to: jbrost@IntelligentIM.com
Website: www.intelligentim.com