Investment Strategist

This Investment Strategist role will lead the investment process for the Wealth Advisor Team's clients, developing comprehensive portfolio solutions and implementing customized investment solutions.

Requirements

• A minimum of 8 years of experience constructing portfolios on behalf of HNW clients or institutions
• A comprehensive understanding of asset allocation, portfolio construction and manager selection
• Proven ability to partner with Advisors to present, consult and advise HNW clients to achieve their financial goals
• SIE, Series 7 and 66 licenses are required

Benefits

• Paid time off
• Medical/dental/vision insurance
• Retirement
• Life insurance
• Other benefits