Investment Advisor

Endowment Partners, LLC is an institutional investment advisory firm dedicated to supporting clients in the endowment and foundation space. The Firm is seeking to fill the role of Investment Advisor. The chosen individual will work closely with the CEO - representing the Firm publicly - and will play a critical role in enhancing client relationships, and developing relationships with prospective clients. This position is ideal for an individual with a high level of capital market experience and intellect. Someone who is seeking a career-changing opportunity to grow with a maturing RIA, and receive meaningful economic benefit for their contribution to growth. The ideal candidate will be driven, personable, highly professional and passionate about capital markets.

This position is 100% in office, based in Las Vegas, NV.

If you are excited about the prospect of joining our team as an Investment Advisor, please submit a cover letter and resume to Human Resources: hr@endowmentpartners.com

Job Title: Investment Advisor 

Reports To: CEO

Location: 300 South 4th Street, Suite 1015, Las Vegas, Nevada 89101

Salary Range: $87,000 - $180,000 total compensation

Status: Full-Time and in-person 

Key Responsibilities:

• Serve as the primary point of contact for assigned clients, maintaining a high level of responsiveness and service.
• Ability to connect with any audience and speak to any audience (from novice to advanced) about capital markets, investment policy statements, investment portfolios, alternative investments, asset allocation, performance metrics, spending policies, as well as the Firm’s proprietary investment strategies.  
• Analyze client financial situations and assist in creating customized Investment Policy Statements aligned with the client’s goals, risk tolerance, time horizon, and budget adaptations.
• Work closely with the Investment Team as they implement the Investment Policy Statement and investment strategy in client portfolios. 
• Lead performance reporting and portfolio review meetings with client’s Investment Committee, Board of Directors, and leadership on a quarterly basis
• Collaborate with the Firm’s investment committee and research team to stay informed on market developments and strategy shifts.
• Prepare and deliver presentations and proposals
• Continually looking for opportunities to refine deliverables and product development based on client needs.
• Ensure all advisory activities are in compliance with regulatory standards (e.g., SEC, FINRA) and internal policies.
• Maintain detailed records in CRM and portfolio management systems, and have personal accountability for client deadlines and deliverables, as well as anticipation of future client needs. 
• Support business development efforts by generating referrals and identifying new advisory opportunities.
• Speak intelligently to clients about fund development strategies - which requires knowledge of UHNW tax strategy, and charitable planning experience. 

Qualifications:

• Must share the values of the Firm: integrity, excellence, discipline, and continual improvement.
• Bachelor’s degree in Finance or Economics.
• Exceptional interpersonal, presentation, and communication skills.
• Strong analytical mindset and keen attention to detail.
• Works well under pressure, works well with minimal supervision, works well with established teams.
• CFP®, CFA®, CIMA®, or similar designation strongly preferred or in progress.
• Series 65 required
• Minimum 7 years of experience in investment advisory or wealth management.
• Deep understanding of capital markets, portfolio analysis and regulatory standards.
• Proficiency with portfolio analysis tools (e.g., Morningstar, Black Diamond, YCharts, Advyzon).

Key Success Metrics:

• Client satisfaction and retention rates - delivering excellence to all clients, at all times 
• Professional representation of the Firm
• Contribution to new assets under management (AUM), overall firm growth
• Adherence to compliance standards and securities law 
• Quality and punctuality of client or prospect deliverables