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The Elite Growth Practice (EGP) Investment Management Specialist role is a position on the Financial Advisor Team which operates in a capacity to further develop and service the client base. They are responsible for implementing and executing the Elite Growth Practice Model (EGP) in their specific functional role. Specific accountabilities for the role may vary depending on the teams practice. Performance is measured through specific goals, metrics and behavior's related to the execution of the EGP model. This position is subject to SAFE Act registration requirements.
The EGP Investment Management Specialist is responsible for supporting the Financial Advisor(s) and/or Advisor Team(s) overall investment management philosophy through executing on portfolio analysis and sharing expertise in a wide range of investment product areas. Ensure risk profiles, goals, objectives and asset allocations are aligned and reflected properly for each client. Deliver full range of investment products and services across the enterprise ensuring alignment to client goals and strategies while leveraging specialists and applicable investment management tools where appropriate. Partner with internal specialists to deliver holistic investment solutions by identifying targeted investment strategies. Assist in the preparation of client performance review reports to measure progress to goals.
Responsibilities: Maintains an understanding of the Chief Investment Office (CIO) philosophy, proprietary planning, and investment management tools Monitors, analyzes, and reviews the current market environment and research portfolio recommendations Monitors and manages client portfolios to align with client goals, objectives, risk tolerance, and time horizons Reviews and manages team proprietary models to align with current market assumptions by participating in CIO and manager updates and reviewing reports and allocation updates Creates analytical reports for Financial Advisors to review client investment portfolio performances against market returns Assesses and shares pricing findings with clients to ensure understanding of the value of advice and accompanying solutions Required Qualifications: Series 7, 63/65 or 66 or equivalent; must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s)they support SAFE Act Registration; ADV-2B Required Obtain and/or maintain at least one firm approved designation Possess and demonstrate strong communication skills Thorough knowledge and understanding of the suite of Wealth Management products and services Strong analytical and portfolio management skills with the ability to identify trends and implement investment strategies to increase growth and mitigate risk Ability to make sound decisions by having a deep understanding of investment management best practices and policies/procedures Ability to identify client needs and concerns and articulate appropriate approach to align solutions to goals in a suitable and controlled way? Skills: Causation Analysis Financial Management Investment Management Trading Strategy Trading and Investment Analysis Portfolio Analysis Portfolio Management Price Verification and Valuation Trade Monitoring Trading Client Investments Management Client Solutions Advisory Financial Analysis Financial Forecasting and Modeling Wealth Planning Shift:
1st shift (United States of America) Hours Per Week:
37.5
