Job Opportunities



 

Join the Strategic Wealth Planning Team!

 

Financial Professional

Sales and marketing of financial products offered by independent financial services firm. Are you currently employed by a Life Insurance Company or Investment Management Company? Tired of sales restrictions and low payouts? Talk to us about our Team approach to advisory services and how to improve your pay and improve your quality of life! 

 We have the support staff to assist you in making your sales goals and help you in areas you may not be familiar with.



  • Individual will work with financial advisors and their clients portfolios.
  • This position will be responsible for executing trades in client portfolios as directed by staff and advisors.
  • Individual will be responsible for researching investment strategies and recommending changes to model portfolios of the firm.
  • Position will be responsible for preparing presentations on asset allocation for investment committee. 
  • Research mutual funds, equities and bonds as needed.
  • Work with CFP and investment advisors to implement appropriate portfolio for client accounts.



 Requirements:

  • Work with Team members to execute trades for client accounts.
  • Analyze and create model portfolios to illustrated changes to portfolio.
  • Work with Investment Committee on research projects.
  • Learn how to use various asset allocation and research systems to find prices on all securities such as mutual funds, bonds, equities, etc.
  • Have working knowledge of security characteristics and market dynamics and how changes in the economy affect our portfolio.
  • Communicate with staff, fund managers, as well as customers regarding many aspects of our portfolio with a knowledgeable tone.
  • Research mutual funds and securities and raise any issues to management when appropriate.
  • Be able to work independently and to meet deadlines in an efficient manner.
  • Perform daily review of portfolio and report price variances that result in significant market value changes.
  • Be able to work Mon-Fri 8:30am-5:30pm 
  • College degree required.
  • 1 to 2 years of securities experience required.



Send us your resume to find out how we can work with you today!