Financial Associate / Portfolio Administrator

The LifeWealth Group
Winter Garden, Florida
$48,000 - $75,000 (+ bonuses)
Closing date
Sep 25, 2021

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Job Role
Financial Planning Support
Employment Type
Full Time
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Job Details

A top local wealth management firm is seeking a Financial Associate / Portfolio Administrator  with at least 2-5 years industry experience to assist in our  investment management and new business areas. To be considered, the candidate must have at least an undergraduate degree in Finance and preferably Personal Financial Planning. Candidates with prior related work experience and licensing in investments, financial management and/or internships will be given higher consideration. This is an excellent long-term career opportunity with advancement to higher level positions within our firm. Competitive salary compensation with incentive bonuses will be based on job and overall firm performance.

Primary duties and areas of responsibility include:

1.  PORTFOLIO ADMINISTRATION: Implementation of client investment strategies, handling of account allocations and money movement functions will be the majority of this position. This will also include RMD's and stock monitoring.  This role also assist with running investment proposals and is a core part of the investment committee of the firm.   Attention to detail and timely completion of proposed portfolio changes are of the utmost importance in this job. 

2. CUSTOMER SERVICE: Interaction with clients regarding client requests (including but not limited to withdrawal requests and other money movement tasks) requires the candidate to have strong inter personal skills. 

Interested and qualified candidates can submit a resume accompanied by a COVER LETTER.



The LifeWealth Group is a successful independent Financial Advisory Firm located in Orlando. The firm is committed to give wise council to their clients in an effort to maximize their wealth with the purpose of fueling their dreams and providing "wow" service to our clients. In addition, The LifeWealth Group strives to maximize the team members’ potential by discovering their uniqueness, providing training, and equipping them with the tools they need to fulfill their life dreams. They reward hard work, performance, excellence, and loyalty.

Find Us
(407) 299-4129
7335 W. Sand Lake Rd
Ste. 390
United States

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