Investment and Financial Planning Associate Full Time, Employee Immediate availability
You will be working directly with an Independent Wealth Management team. The firm is a registered investment advisor (RIA). It is a “fee only” firm and we serve as fiduciaries for our clients. We are a high touch financial planning and investment management firm working with about 120 families. The team is adding an associate to primarily manage investment research and implementation. The secondary aspect will be assisting clients with financial planning. This is a long term, full time position.
Job Description: • You will become the primary investment management associate. • You will work with the principal to create investment strategies for our clients. You will become the primary associate responsible for investment strategy implementation. • Systematizing the various action items of a client’s investment plan and assigning tasks to other team members. You will be responsible for the completion of these tasks. • Interface with clients. • Work in concert with our financial planning associate. • Provide a high quality, high touch service to Wealth Management clients. • Over time, you would become the primary relationship manager for some of our clients.
Education and Experience • Bachelor’s degree • You must have a background in financial planning. • Your have investment management experience or a high level of interest. • A CFP® or someone in a financial planning program is preferable. • The series 65 is required and can be acquired after employment. No other securities or insurance licenses are required. • eMoney and Morningstar® Software experience is preferred.
The associate would demonstrate the following skills • Excellent communication skills, both written and oral. • Highly organized, through, and timely. • Comfortable as a proactive and strategic thinker. • Ability to multi-task and manage priorities effectively. • Ability to work both independently and as a team player. • Excel and word efficiency. • A through understanding of investment products such as ETFs, mutual funds, stocks, individual bonds, options, structured products, and annuities.
Please email a cover letter and resume.
Additional Salary Information: The compensation package includes:
Salary, deferred compensation, and retirement fund contributions. Healthcare is offered. The expected total compensation will be approximately $60,000 with the potential to grow with the firm.
Maltin Wealth Management, Inc. is a registered investment advisor (RIA). It is a “fee only” firm and we serve as fiduciaries for our clients. We are a high touch financial planning and investment management firm working with about 120 families.