What are the responsibilities and job description for the Senior Investment Advisor position at Compass Asset Management Group?
Company Description
Compass Asset Management Group, LLC is a boutique family office delivering financial planning and wealth management solutions to physicians, executives and small business owners. Operating as a fiduciary, the firm prioritizes clients' best interests, offering objective and insightful advice without sales commissions. Based on a client-first approach, the team is committed to building trust and delivering exceptional financial solutions. Compass partners with MD Match to assist physicians searching for the right career opportunity, relocate and map a financial strategy that optimizes compensation into true wealth, independence and quality of life.
Role Description
This full-time hybrid role, based in Newburgh, NY, offers some flexibility. The Senior Investment Advisor will provide tailored financial and investment advice to clients, develop and execute personalized investment strategies, and monitor portfolio performance to ensure alignment with client goals. Additional responsibilities include conducting financial planning, maintaining excellent client relationships, and staying current with market trends to offer relevant and data-driven recommendations.
Qualifications
- Expertise in Financial Planning and Investments, with a solid foundation in Finance; S65 or S7 required
- Proficiency in developing and implementing Investment Strategies
- Strong Customer Service skills and the ability to build long-term client relationships
- Advanced knowledge of market analysis and portfolio management
- Proven experience as a financial advisor, with industry certifications such as CFP, CFA, or equivalent
- Effective communication and interpersonal skills to clearly explain complex financial concepts
- Bachelor's degree in finance, Economics, Business, or a related field