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.
