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Major Function:
Assists Investment Officers with providing exceptional service to the clients of First Point Wealth Management. In collaboration with the Investment Officers, this individual will focus on investment services including developing and implementing asset allocation strategies, executing trades, analyzing investments, monitoring holdings and processing asset transfers. Assists with corresponding with clients to handle investment service questions and preparing reports for client and prospect meetings.
Essential Duties:
Requirements:
Education & Experience
Knowledge, Skills & Abilities
Reporting to this position: no direct reports
Physical Demands & Work Environment: The physical demands and work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Hours: Generally works approximately 8:00 a.m. to 5:00 p.m. Monday-Friday.
Full Time
Banking
$104k-150k (estimate)
04/10/2024
05/08/2024
MILWAUKEE, WI
<25
1964
HARRY E SAMSON
<$5M
Banking