What are the responsibilities and job description for the Jr. Systems Administrator position at NPAworldwide?
Why a Great Opportunity
This is a fantastic opportunity to join a dynamic wealth management group. They have had record earnings and are looking for someone to serve their high-net-worth clients. You will work on a team with a Relationship Manager, Trust Officer, and Wealth Strategist. This is not a sales position. It is truly an investment management position.
Job Description
As Investment Officer, you will:
As Investment Officer, you will:
This is a fantastic opportunity to join a dynamic wealth management group. They have had record earnings and are looking for someone to serve their high-net-worth clients. You will work on a team with a Relationship Manager, Trust Officer, and Wealth Strategist. This is not a sales position. It is truly an investment management position.
Job Description
As Investment Officer, you will:
- Five years of investment experience
- Manage the portfolio of clients with $1 million or more investable assets
- Determine and review the appropriate asset allocation for each client
- Annually meet with clients to review their portfolio
- Conduct Reg-9 reviews
As Investment Officer, you will:
- Be able to communicate investment solutions to your clients.
- Have experience working with clients with over $1 million investable assets
- Have experience with asset allocation
- Have In-depth knowledge of investments
- Have in-depth knowledge of investments in trust accounts
- Bachelor’s degree
- FINRA Series 7 and Series 65 or 66 or 63/65
- Advanced degree or designations a plus, i.e., MBA, CFA, CPWA, CFP, CPA, or CTFA