2 дня назад
Investment Advisor II (Investment Management)
86 250 - 143 750$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Investment Advisor II (Investment Management): Managing client investment accounts and delivering actionable advice, market insight, and investment performance reporting with an accent on portfolio management, asset allocation strategies, and client relationships. Focus on growing assets under management, introducing financial services, and executing risk management practices in accordance with company policies.
Location: OH - Cleveland (44114), United States; in-office role
Base salary: $86,250–$143,750 per year, plus incentive compensation.
Company
is a financial services company providing banking, investment, and asset management services.
What you will do
- Manage accounts according to investment objectives developed with clients.
- Provide actionable investment advice, market insight, and performance reporting.
- Apply investment and asset management strategies to client portfolios.
- Maintain and grow assets under management through client relationship development.
- Introduce and expand financial services for existing clients.
- Follow risk management practices, policies, and procedures.
Requirements
- Bachelor’s degree or a comparable combination of education, certifications, and experience.
- 3+ years of relevant direct industry experience.
- Knowledge of investment management, portfolio management, investment consulting, and financial services.
- Skills in client relationship management, decision-making, critical thinking, communication, and value selling.
- Employment visas will not be sponsored, and STEM OPT participation is not available for this position.
Culture & Benefits
- In-office work environment with a focus on support, inclusion, and workplace balance.
- Medical, prescription drug, dental, and vision coverage options.
- 401(k) matching, pension, stock purchase plans, and financial wellness incentives.
- Paid parental leave, up to 11 holidays, occasional absence days, and 15–25 vacation days depending on career level.
- Educational assistance, wellness programs, and dependent care support.
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