We are currently collaborating with a prestigious investment management firm in Boston Massachusetts, seeking a seasoned and results-driven Investment Management Financial Advisor. This is an exciting opportunity for a proactive and analytical professional to contribute to the success of a 2024 Barron's Top 100 Firm known for their innovative investment strategies and client-focused approach.
Responsibilities:
Conduct thorough investment analyses and research to develop tailored investment strategies aligned with clients' financial goals and risk profiles.
Create and manage investment portfolios, making informed decisions based on market trends, economic indicators, and client objectives.
Monitor and assess portfolio performance, providing regular updates to clients and recommending adjustments as needed.
Stay informed about global financial markets, industry trends, and regulatory changes affecting investment strategies.
Collaborate with internal teams to ensure compliance with industry regulations and firm policies.
Qualifications:
Minimum of 3 years of experience as a Financial Advisor with a focus on investment management.
Has portable AUM (Ideally $20M-100M**)
Holds relevant industry certifications such as CFA or equivalent.
Proven track record of successfully managing investment portfolios and delivering strong returns.
In-depth knowledge of investment products, asset allocation strategies, and risk management.
Strong analytical and quantitative skills.
Excellent communication and presentation abilities.
**If you have $20-25M AUM your take home from this would be roughly $100,000. There is no base salary for this position, but compensation is competitive with no cap on earnings or growth.
How to Apply:
If you are a Financial Advisor seeking a new and challenging opportunity, we invite you to submit your resume and cover letter to Hannah@AdvisorAlpha.ai. Please highlight your relevant experience and explain how your expertise aligns with the investment strategies of our esteemed clients. Please include details about your relevant experience and career goals.
Benefits:
Our partner investment management firms offer competitive compensation packages, opportunities for professional development with uncapped growth, and a collaborative work environment that fosters innovation.
AdvisorAlpha is an equal opportunity employer, and we encourage candidates from diverse backgrounds to apply.