What are the responsibilities and job description for the Associate Investment Adviser position at Drive Wealth Advisers, LLC?
At Drive Wealth Advisers, we provide personalized financial guidance and sophisticated investment strategies for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients. We are seeking a highly motivated Associate Investment Adviser to support our team in managing client relationships, executing financial plans, and ensuring seamless portfolio management. This role is an entry-level position that is ideal for a detail-oriented and analytical professional with a desire to develop a strong technical background in investment advisory, financial planning, and portfolio analysis.
Key Responsibilities:
- Assist the team in managing a book of firm clients.
- Prepare comprehensive performance reports for client review meetings.
- Develop and update client portfolio allocation designs for meetings with clients and prospects.
- Manage client materials and update portfolio designs under the direction of the lead adviser.
- Track and execute action items from client meetings in coordination with the service and trading team.
- Assist with client requests and inquiries promptly and professionally.
- Assist with financial modeling and forecasting for client-driven planning initiatives.
- Assist in managing the pipeline of prospective clients and new revenue opportunities.
Ideal Experience & Skill Sets:
- Bachelor's degree in finance, economics, or a related field.
- Series 65 License or obtain within 6 months.
- Financial planning knowledge or strong internships
- Proficiency with Addepar, Salesforce, and eMoney is a plus.
- Strong understanding of public and alternative (private) markets.
- Knowledge of trusts, estates, and income tax rules.
- Advanced Excel skills, with strong financial modeling capabilities.
- Excellent communication and interpersonal skills.
- Sales and prospecting skills are not a primary focus.
Compensation & Benefits:
- Total cash compensation: Starting at $65,000 depending on experience. Opportunities for additional compensation and bonuses depending on performance.
- Health, dental, and vision insurance (50% subsidized for full family coverage).
- 401(k) plan with a safe harbor match.
If you are a highly skilled and analytical investment professional seeking to work in a dynamic, client-focused environment, we encourage you to apply and grow with Drive Wealth Advisers.
Salary : $65,000