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Client Service Investment Specialist

Employer
Oak Advisors, LLC
Location
Hilton Head Island, South Carolina
Salary
This is a salaried position based on experience, competitive with industry standards.
Closing date
Mar 25, 2025
View more categoriesView less categories
Job Role
Investment Advisor
Employment Type
Full Time
Experience Level
5 to 9 years
CFP® Certification
Required

Job Details

Position Description: Client Service Investment Specialist
Reports to: Managing Directors Status: Full time
Date: January 2025


Company Description: Located (just outside of Hilton Head Island) in Bluffton, SC, Oak Advisors, LLC (started in 2005) is a fee-only registered investment advisory firm that provides wealth management services portfolio management, investment advice, performance monitoring, and financial planning. Our firm members are very active in the community.

Seeking the Position of: Client Service Investment Advisor. We have a small friendly office atmosphere managing $250 million of assets. We are client service oriented and have very long-term relationships. The majority of our clients are retired but we have an increasing amount of clients building towards their retirement.

Duties and Responsibilities: The Client Service Investment Specialist can expect to focus their work in the following areas:

•  Research, analysis, and monitoring of approved list of mutual funds, ETF’s, stocks and bonds

•  Portfolio asset allocation, meeting preparation including investment analysis and reviews

•  Determine which firm’s investment portfolio is most appropriate for a client’s specific objectives and explain portfolio construction to clients.

•  Educate clients and staff on the firm’s investment strategies, conduct regular portfolio reviews which explains the client’s investment performance in the context of the appropriate strategy, portfolio changes, investment updates and new opportunity identification.

•  Utilize Junxure CRM to update and maintain client information

•  Support staff throughout the sales process to establish new client relationships and strengthen existing relationships; produce investment proposals for prospective clients

Qualifications: This position typically requires the following qualifications:

•  Minimum of 5 years’ experience in investment management and/or financial advisory services with a demonstrated ability to research and analyze appropriate investments and manage client relationships

•  Bachelor’s degree from an accredited college or university; CFP, CFA, or willingness to obtain certification

•  Series 65 licensed


Essential Competencies/Skills:

•  Proficiency in Microsoft® Word, Excel, PowerPoint, and Outlook, spreadsheets; overall technologically proficient. Knowledge of Portfolio Center, Morningstar and Schwab Institutional a plus.

•  Must learn Junxure CRM Software.

•  Expertise in investments

•  Must have the ability to explain sophisticated concepts in simple terms

•  Excellent communication, listening skills, writing skills

•  Client-first attitude, strong work ethic

•  A team player, organized, detail and multi-task oriented, manages time effectively

•  Must be able to carry out verbal and written instructions

•  Must demonstrate a positive and professional image at all times

•  Desire/ability to work successfully in a small company environment


Please send resume, salary requirements, and cover letter to michelle@oakadvisors.nemichelle@oakadvisors.net. This is a salaried position based on experience, competitive with industry standards. Benefits include: 
health insurance, paid holidays and
vacation, 401(k) and Profit sharing plan. Oak advisors, LLC is an equal opportunity employer.

Company

Company Description: Located (just outside of Hilton Head Island) in Bluffton, SC, Oak Advisors, LLC (started in 2005) is a fee-only registered investment advisory firm that provides wealth management services including financial planning, investment advice, portfolio management, and performance monitoring.

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