Client is dedicated to providing highly diversified, passive investment strategies through institutional mutual funds / ETFs and disciplined rebalancing.
About the Role
The Investment Advisor will independently market and develop new relationships, support alternative investment initiatives, and maintain existing client relationships through the support of the Investment Team.
Responsibilities
Market and develop new relationships
Support alternative investment initiatives
Maintain existing client relationships
Coordinate client relationships related to financial assets through Jefferson Bank's Trust Department and Private Banking
Coordinate with clients, prospects, and internal bank employees
Provide excellent client service
Participate in marketing outreach
Grow and expand the investment knowledge base
Operate under the provisions of the Investment Advisors Act of 1940
Qualifications
15 years of experience as an Investment Advisor, with demonstrated results in business development and investment management. Demonstrated in-depth knowledge of wealth management and financial planning working with high-net-worth individuals and families. Alternative investment experience/knowledge preferred. Experience with performance reporting and investment software is a plus, i.e. Tamarac, Black Diamond, Advent, YCharts, Money GuidePro, etc.
Education / Certifications
Bachelor's degree from an accredited college or university
CFA or CPA preferred
Series 65 License required within 90 days of employment