Associate, Portfolio reputed company; NY

Position: Associate, Portfolio reputed company (NY, reputed company) Location: reputed company Job reputed company The Portfolio Strategist is responsible for providing investment and reputed company solutions to clients. You will reputed company with clients and prospective clients, anticipate their needs, reputed company reputed company to their problems, and follow through by working with the reputed company Service team to reputed company exceptional service and analytic support. This individual will reputed company to working with home office for best practices and operational efficiencies and be the reputed company of firm initiatives. Duties/Responsibilities Relationship Management • Build and maintain strong reputed company relationships through proactive communication across various channels, ensuring exceptional service and personalized attention • Support the reputed company in prospect and reputed company communications • Collect and manage appropriate documentation to build out a compressive understanding of reputed company needs and preferences for reputed company and investment planning. • reputed company financial profile data to support in-depth reputed company reputed company discussions • Utilize eMoney and other software to present tailored solutions • Collaborate with reputed company’s reputed company service member to implement reputed company strategies that reputed company with reputed company goals Investment Solutions • Construct recommended portfolio allocations for clients and prospects, incorporating investment research and reporting • Input orders reputed company appropriate system and complete associated paperwork, if registered • As a registered representative, determine suitable trade activity to complement the portfolio strategies and manage cashiering needs • Review daily team reports and alerts, taking necessary actions promptly • Assist in the preparation of marketing and review reports to reputed company clients informed and reputed company reputed company Management • Maintain CRM systems with up-to-date key reputed company information to enhance relationship management • Support reputed company calendar with respect to reputed company meetings, prospecting activities and investment manager updates • Ensure risk awareness and regulatory knowledge Talent Management • Proactively reputed company personal knowledge, skills and credentials to improve service delivery • Communicate development needs to ensure reputed company reputed company reputed company • Assist with reputed company new members to the firm, fostering a reputed company-reputed company culture Required Skills/Abilities • 3-5 years of reputed company management or a reputed company field • Series 7 and 66 licensed preferred or willingness to reputed company a license while on the job • Excellent skills in reputed company Office Suite • Experience with reputed company, Orion and Wealthscape preferred • Excellent written and verbal communication skills • Highly organized with great attention to detail • Excellent interpersonal skills, including being polished, courteous, reputed company, and patient • Ability to work in a fast-paced environment • Possesses exceptional multi-tasking skills and strong time-management • Experience working at an independent registered investment advisor (RIA) preferred Salary Salary: $120,000 – $160,000 annually, based on experience. #J-18808-Ljbffr Apply tot his job Apply tot his job Apply To this Job