Financial Analyst
- Employer
- Potomac Financial Private Client Group, LLC
- Location
- Reston, Virginia
- Salary
- $55,000 – $75,000 commensurate with experience.
- Closing date
- May 22, 2022
Job Details
Potomac Financial Private Client Group, LLC has been proud to serve its clients for more than 20 years. At PFPCG, we practice a customer-focused approach to financial services, helping craft solutions for each client’s unique situation. We offer a wide array of financial strategies and products for individuals, families, corporations, business owners, and not-for-profit firms to help them grow and protect their assets. We take pride in our high-energy and highly efficient way of doing business and appreciate our well-trained and committed staff.
Requirements:
- BA or BS in Business, Finance, Economics, or similar field; completion of registered paraplanner program a plus
- Prior enrollment or willingness to enroll in CFA® or CFP® certification program
- FINRA Series 7 and 66 securities registrations
- Securities and/or Insurance experience
- Understanding of financial planning concepts and terminology
- Knowledge of mutual funds, EFT, stock, bonds, insurance, and annuity products
- Professional attitude and presence are essential
- Proficient in MS Word, Excel, Outlook, PowerPoint
- Excellent communication skills
- A conscientious nature and strong interpersonal skills
- Ability to work as a part of a team
- Exceptional customer service skills
- Ability to handle multiple priorities with minimal supervision and meet deadlines
- Self-motivation and initiative
- Ability to maintain confidentiality
- Strong organizational skills and attention to details/accuracy
Principal Responsibilities:
The Financial Analyst assists the Chief Investment Officer and Advisors with portfolio review, construction, and maintenance.
- Provide technical support to the Advisors, including:
- Gathering client data
- Assisting with asset allocation decisions, portfolio construction, and rebalancing strategies
- Organizing and maintaining financial documents and data:
- Review statements provided by clients
- Review client statements from National Financial Services (NFS) and Commonwealth (PPS) as applicable
- Input updated values into appropriate planning software
- Conduct monthly/quarterly/ad hoc client reporting
- Identify problem areas and summarize for CIO
- Serve on firm’s Investment Committee, supporting the CIO:
- Conduct research on investments
- Stay current on economic and market trends through trade journals, books, conferences, etc., and make recommendations to the CIO accordingly
- Maintain mutual fund, EFT, Stock, and VA recommended lists
- Maintain model portfolios and performance (e.g., through Morningstar®)
- Use broker/dealer forms and information from COMMunity Link®
- Maintain up-to-date information on model portfolios performance (e.g., through Morningstar®)
- Serve as a liaison between company and sponsors, such as mutual fund or research companies
- Rebalance client portfolios based on advisor’s criteria using appropriate tools (e.g., Model Management)
- Respond to client questions and concerns
- Contribute to the team and Advisors by ensuring key employees are aware of the status of client work
Required knowledge/skills/competencies
- Three-plus years’ experience in financial services; experience working with NFS processes and forms a plus
- Knowledge of third-party asset management systems, including how they work, benefits, and drawbacks
- Exposure to estate planning issues
- Proficiency with other computer programs, including, Riskalyze, Morningstar® Advisor WorkstationSM, Argus, Value Line, Broadridge Forefield Advisor Wealthscape℠
Salary and Benefits
The salary range for this position is $55,000 – $75,000 commensurate with experience. We offer a full benefits package including health and dental insurance, group disability insurance, paid time off, and a hybrid work schedule.
Company
Potomac Financial Private Client Group, LLC has been proud to serve its clients for the past 20 years. At PFPCG, we practice a customer-focused approach to financial services, helping craft solutions for each client’s unique situation. We offer a wide array of financial strategies and products for individuals, families, corporations, business owners, and not-for-profit firms to help them grow and protect their assets. We take pride in our high-energy and highly efficient way of doing business and appreciate our well-trained and committed staff.
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