Planning & Investment Associate
- Employer
- Verum Partners
- Location
- Charlotte, North Carolina
- Salary
- Competitive
- Posted
- Feb 17, 2021
- Closes
- Mar 19, 2021
- Job Role
- Paraplanner
- Employment Type
- Full Time
- Level
- Entry Level
- Experience Level
- 1-4 years
- CFP® Certification
- Preferred
- Boutique fee-only registered investment advisory firm with more than $250M in AUM is seeking a Wealth Management Associate
- Prepare investment and financial planning materials for current and prospective clients
- Assist with financial planning modelling and scenario analysis
- Generate quarterly and ad hoc performance reports
- Review portfolio allocations with Investment Policy Statements (IPS) targets
- Coordinate portfolio rebalancing, tax loss harvesting, and investment strategy changes
- Organize alternative investment data and update reporting system quarterly
- Research one-off financial planning and investment-related topics
- Maintain data aggregation integrations for outside accounts that feed into our systems
- Assist Director of Client Partnership with maintaining CRM database, client files, compliance reports, trading, and assisting with ongoing client requests
- Review current Investment Policy Statements and assist with creating and executing for clients
- Improve systems, provide suggestions, and help the team achieve greater efficiencies
- Oversee projects to improve firm infrastructure
- Working towards or obtained a CFP or CFA preferred
- Experience in wealth management or investment management