Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report . 1 Fortune 500, published June 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating. Team Overview: The Wealth Management Advice and Solutions (WMAS) division is responsible for leading the firm in ensuring our clients are on track to meet their financial goals. Within WMAS, the Wealth Management Consultation (WMC) department serves as the dedicated Home Office planning, investment and advice specialists partnering with our branch teams to deliver tailored and client-segmented Advice, Planning, Products, and Services (APPS) consultation and guidance to meet our clients' wealth management needs. As part of the dedicated client team, our Portfolio Consultation Group (PCG) exists to bring forward investment consultation capabilities by partnering with financial advisors to develop and implement the tailored investment advice and personalized portfolio construction sought by clients, in alignment with firm advice and guidance, that meet their most important needs and aid in driving positive branch team/client experiences. Planning, Products, and Services (APPS) consultation and guidance to meet our clients' wealth management needs. What You Will Do: Partner with and support financial advisors as Home Office investment specialists to deliver the high-quality Advice, Planning, Products, and Services (APPS) required to meet our client's wealth management needs. Independently and consistently provide the right level of consultative support across the client journey based on client segment (Core, HNW) and unique situation across our various service models - from the creation of tailored investment advice and strategies to the portfolio analysis, construction, and implementation needed to bring a financial plan to life - to drive the right outcomes and experiences. Support financial advisors with the most complex, sensitive high-net-worth client investment portfolio scenarios to deliver more personalized, tax-efficient, and robust portfolio construction and portfolio transition advice (i.e., asset allocation, tax minimization, optimal investments, asset location), in alignment with firm advice and guidance. Provide tailored, dedicated, and ongoing expert level case management support to meet the needs of our high-net-worth clients based on client objectives, risk profile, account mandates, and personal preferences. Lead or actively contribute to key strategic initiatives/projects within the Wealth Management Consultation department and across the WMAS division, in collaboration with internal/external stakeholders, that enables the firm's evolution to deliver strong goals-based advice, financial planning, and asset management services. Work in partnership with WMC internal stakeholder groups (list out) to ensure proper alignment and continued evolution in concert with business segment and APPS strategies. Manage significant branch team/client escalations and direct resources to achieve the right results. Achieve results through others, by serving as an informal leader and mentor to develop newer associates on the team and across Wealth Management Consultation department. Have deep understanding of industry trends, competitors, and regulatory changes - assess how these themes impact our fee-based program offerings (Core Wealth, Signature Experience), the implementation of firm advice and guidance, and the ability to deliver the personalization sought by current/prospective clients. What Experience You Need: Bachelor's degree. Finance background and/or advanced degree preferred. FINRA Series 7 and 66 (or completion within 6 months of hire). CFA designation required (or progress towards) 10 years of Financial Services experience required 7+ years of relevant portfolio management, portfolio construction, and/or investment consultation experience strongly preferred. Functional Knowledge: Advanced technical aptitude, analytical, and critical skills. Deep, expansive subject matter expertise on economic, investment, and portfolio management strategies and concepts. Advanced skills in some of the following areas: systems thinking, planning and organizing, relationship building, collaboration, critical thinking, project management. Exceptional written, verbal, and presentation communication skills with the ability to provide concise, relevant market commentary and periodically explain complex investment terms/concepts directly to clients. Proficiency in Microsoft Excel, databases and wealth management software tools (i.e., Aladdin Wealth, Morningstar, FactSet). Problem Solving - problems faced by associates in this role tend to be advanced/complex and are based on the specific needs of current and prospective high-net-worth clients. Decision Making - the decisions in this position are high in impact and complex in nature. Span of Influence: High - role requires significant decisions with a direct impact on FA/client outcomes. Candidates that live within in a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office three days per week, with preference for Tuesday through Thursday. At Edward Jones, w e are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. At Edward Jones, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security and well-being. Visit our career site to learn more about our total compensation approach, which in addition to base salary, typically includes benefits, bonuses and profit sharing. The salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors for a potential new associate: Salary: $113810 - $193785 Category: Headquarters
03/17/2024
Full time
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report . 1 Fortune 500, published June 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating. Team Overview: The Wealth Management Advice and Solutions (WMAS) division is responsible for leading the firm in ensuring our clients are on track to meet their financial goals. Within WMAS, the Wealth Management Consultation (WMC) department serves as the dedicated Home Office planning, investment and advice specialists partnering with our branch teams to deliver tailored and client-segmented Advice, Planning, Products, and Services (APPS) consultation and guidance to meet our clients' wealth management needs. As part of the dedicated client team, our Portfolio Consultation Group (PCG) exists to bring forward investment consultation capabilities by partnering with financial advisors to develop and implement the tailored investment advice and personalized portfolio construction sought by clients, in alignment with firm advice and guidance, that meet their most important needs and aid in driving positive branch team/client experiences. Planning, Products, and Services (APPS) consultation and guidance to meet our clients' wealth management needs. What You Will Do: Partner with and support financial advisors as Home Office investment specialists to deliver the high-quality Advice, Planning, Products, and Services (APPS) required to meet our client's wealth management needs. Independently and consistently provide the right level of consultative support across the client journey based on client segment (Core, HNW) and unique situation across our various service models - from the creation of tailored investment advice and strategies to the portfolio analysis, construction, and implementation needed to bring a financial plan to life - to drive the right outcomes and experiences. Support financial advisors with the most complex, sensitive high-net-worth client investment portfolio scenarios to deliver more personalized, tax-efficient, and robust portfolio construction and portfolio transition advice (i.e., asset allocation, tax minimization, optimal investments, asset location), in alignment with firm advice and guidance. Provide tailored, dedicated, and ongoing expert level case management support to meet the needs of our high-net-worth clients based on client objectives, risk profile, account mandates, and personal preferences. Lead or actively contribute to key strategic initiatives/projects within the Wealth Management Consultation department and across the WMAS division, in collaboration with internal/external stakeholders, that enables the firm's evolution to deliver strong goals-based advice, financial planning, and asset management services. Work in partnership with WMC internal stakeholder groups (list out) to ensure proper alignment and continued evolution in concert with business segment and APPS strategies. Manage significant branch team/client escalations and direct resources to achieve the right results. Achieve results through others, by serving as an informal leader and mentor to develop newer associates on the team and across Wealth Management Consultation department. Have deep understanding of industry trends, competitors, and regulatory changes - assess how these themes impact our fee-based program offerings (Core Wealth, Signature Experience), the implementation of firm advice and guidance, and the ability to deliver the personalization sought by current/prospective clients. What Experience You Need: Bachelor's degree. Finance background and/or advanced degree preferred. FINRA Series 7 and 66 (or completion within 6 months of hire). CFA designation required (or progress towards) 10 years of Financial Services experience required 7+ years of relevant portfolio management, portfolio construction, and/or investment consultation experience strongly preferred. Functional Knowledge: Advanced technical aptitude, analytical, and critical skills. Deep, expansive subject matter expertise on economic, investment, and portfolio management strategies and concepts. Advanced skills in some of the following areas: systems thinking, planning and organizing, relationship building, collaboration, critical thinking, project management. Exceptional written, verbal, and presentation communication skills with the ability to provide concise, relevant market commentary and periodically explain complex investment terms/concepts directly to clients. Proficiency in Microsoft Excel, databases and wealth management software tools (i.e., Aladdin Wealth, Morningstar, FactSet). Problem Solving - problems faced by associates in this role tend to be advanced/complex and are based on the specific needs of current and prospective high-net-worth clients. Decision Making - the decisions in this position are high in impact and complex in nature. Span of Influence: High - role requires significant decisions with a direct impact on FA/client outcomes. Candidates that live within in a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office three days per week, with preference for Tuesday through Thursday. At Edward Jones, w e are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. At Edward Jones, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security and well-being. Visit our career site to learn more about our total compensation approach, which in addition to base salary, typically includes benefits, bonuses and profit sharing. The salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors for a potential new associate: Salary: $113810 - $193785 Category: Headquarters
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report . 1 Fortune 500, published June 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating. Team Overview: The Wealth Management Advice and Solutions (WMAS) division is responsible for leading the firm in ensuring our clients are on track to meet their financial goals. Within WMAS, the Wealth Management Consultation (WMC) department serves as the dedicated Home Office planning, investment and advice specialists partnering with our branch teams to deliver tailored and client-segmented Advice, Planning, Products, and Services (APPS) consultation and guidance to meet our clients' wealth management needs. As part of the dedicated client team, our Portfolio Consultation Group (PCG) exists to bring forward investment consultation capabilities by partnering with financial advisors to develop and implement the tailored investment advice and personalized portfolio construction sought by clients, in alignment with firm advice and guidance, that meet their most important needs and aid in driving positive branch team/client experiences. Planning, Products, and Services (APPS) consultation and guidance to meet our clients' wealth management needs. What You Will Do: Partner with and support financial advisors as Home Office investment specialists to deliver the high-quality Advice, Planning, Products, and Services (APPS) required to meet our client's wealth management needs. Independently and consistently provide the right level of consultative support across the client journey based on client segment (Core, HNW) and unique situation across our various service models - from the creation of tailored investment advice and strategies to the portfolio analysis, construction, and implementation needed to bring a financial plan to life - to drive the right outcomes and experiences. Support financial advisors with the most complex, sensitive high-net-worth client investment portfolio scenarios to deliver more personalized, tax-efficient, and robust portfolio construction and portfolio transition advice (i.e., asset allocation, tax minimization, optimal investments, asset location), in alignment with firm advice and guidance. Provide tailored, dedicated, and ongoing expert level case management support to meet the needs of our high-net-worth clients based on client objectives, risk profile, account mandates, and personal preferences. Lead or actively contribute to key strategic initiatives/projects within the Wealth Management Consultation department and across the WMAS division, in collaboration with internal/external stakeholders, that enables the firm's evolution to deliver strong goals-based advice, financial planning, and asset management services. Work in partnership with WMC internal stakeholder groups (list out) to ensure proper alignment and continued evolution in concert with business segment and APPS strategies. Manage significant branch team/client escalations and direct resources to achieve the right results. Achieve results through others, by serving as an informal leader and mentor to develop newer associates on the team and across Wealth Management Consultation department. Have deep understanding of industry trends, competitors, and regulatory changes - assess how these themes impact our fee-based program offerings (Core Wealth, Signature Experience), the implementation of firm advice and guidance, and the ability to deliver the personalization sought by current/prospective clients. What Experience You Need: Bachelor's degree. Finance background and/or advanced degree preferred. FINRA Series 7 and 66 (or completion within 6 months of hire). CFA designation required (or progress towards) 10 years of Financial Services experience required 7+ years of relevant portfolio management, portfolio construction, and/or investment consultation experience strongly preferred. Functional Knowledge: Advanced technical aptitude, analytical, and critical skills. Deep, expansive subject matter expertise on economic, investment, and portfolio management strategies and concepts. Advanced skills in some of the following areas: systems thinking, planning and organizing, relationship building, collaboration, critical thinking, project management. Exceptional written, verbal, and presentation communication skills with the ability to provide concise, relevant market commentary and periodically explain complex investment terms/concepts directly to clients. Proficiency in Microsoft Excel, databases and wealth management software tools (i.e., Aladdin Wealth, Morningstar, FactSet). Problem Solving - problems faced by associates in this role tend to be advanced/complex and are based on the specific needs of current and prospective high-net-worth clients. Decision Making - the decisions in this position are high in impact and complex in nature. Span of Influence: High - role requires significant decisions with a direct impact on FA/client outcomes. Candidates that live within in a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office three days per week, with preference for Tuesday through Thursday. At Edward Jones, w e are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. At Edward Jones, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security and well-being. Visit our career site to learn more about our total compensation approach, which in addition to base salary, typically includes benefits, bonuses and profit sharing. The salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors for a potential new associate: Salary: $113810 - $193785 Category: Headquarters
03/17/2024
Full time
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report . 1 Fortune 500, published June 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating. Team Overview: The Wealth Management Advice and Solutions (WMAS) division is responsible for leading the firm in ensuring our clients are on track to meet their financial goals. Within WMAS, the Wealth Management Consultation (WMC) department serves as the dedicated Home Office planning, investment and advice specialists partnering with our branch teams to deliver tailored and client-segmented Advice, Planning, Products, and Services (APPS) consultation and guidance to meet our clients' wealth management needs. As part of the dedicated client team, our Portfolio Consultation Group (PCG) exists to bring forward investment consultation capabilities by partnering with financial advisors to develop and implement the tailored investment advice and personalized portfolio construction sought by clients, in alignment with firm advice and guidance, that meet their most important needs and aid in driving positive branch team/client experiences. Planning, Products, and Services (APPS) consultation and guidance to meet our clients' wealth management needs. What You Will Do: Partner with and support financial advisors as Home Office investment specialists to deliver the high-quality Advice, Planning, Products, and Services (APPS) required to meet our client's wealth management needs. Independently and consistently provide the right level of consultative support across the client journey based on client segment (Core, HNW) and unique situation across our various service models - from the creation of tailored investment advice and strategies to the portfolio analysis, construction, and implementation needed to bring a financial plan to life - to drive the right outcomes and experiences. Support financial advisors with the most complex, sensitive high-net-worth client investment portfolio scenarios to deliver more personalized, tax-efficient, and robust portfolio construction and portfolio transition advice (i.e., asset allocation, tax minimization, optimal investments, asset location), in alignment with firm advice and guidance. Provide tailored, dedicated, and ongoing expert level case management support to meet the needs of our high-net-worth clients based on client objectives, risk profile, account mandates, and personal preferences. Lead or actively contribute to key strategic initiatives/projects within the Wealth Management Consultation department and across the WMAS division, in collaboration with internal/external stakeholders, that enables the firm's evolution to deliver strong goals-based advice, financial planning, and asset management services. Work in partnership with WMC internal stakeholder groups (list out) to ensure proper alignment and continued evolution in concert with business segment and APPS strategies. Manage significant branch team/client escalations and direct resources to achieve the right results. Achieve results through others, by serving as an informal leader and mentor to develop newer associates on the team and across Wealth Management Consultation department. Have deep understanding of industry trends, competitors, and regulatory changes - assess how these themes impact our fee-based program offerings (Core Wealth, Signature Experience), the implementation of firm advice and guidance, and the ability to deliver the personalization sought by current/prospective clients. What Experience You Need: Bachelor's degree. Finance background and/or advanced degree preferred. FINRA Series 7 and 66 (or completion within 6 months of hire). CFA designation required (or progress towards) 10 years of Financial Services experience required 7+ years of relevant portfolio management, portfolio construction, and/or investment consultation experience strongly preferred. Functional Knowledge: Advanced technical aptitude, analytical, and critical skills. Deep, expansive subject matter expertise on economic, investment, and portfolio management strategies and concepts. Advanced skills in some of the following areas: systems thinking, planning and organizing, relationship building, collaboration, critical thinking, project management. Exceptional written, verbal, and presentation communication skills with the ability to provide concise, relevant market commentary and periodically explain complex investment terms/concepts directly to clients. Proficiency in Microsoft Excel, databases and wealth management software tools (i.e., Aladdin Wealth, Morningstar, FactSet). Problem Solving - problems faced by associates in this role tend to be advanced/complex and are based on the specific needs of current and prospective high-net-worth clients. Decision Making - the decisions in this position are high in impact and complex in nature. Span of Influence: High - role requires significant decisions with a direct impact on FA/client outcomes. Candidates that live within in a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office three days per week, with preference for Tuesday through Thursday. At Edward Jones, w e are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. At Edward Jones, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security and well-being. Visit our career site to learn more about our total compensation approach, which in addition to base salary, typically includes benefits, bonuses and profit sharing. The salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors for a potential new associate: Salary: $113810 - $193785 Category: Headquarters
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report . 1 Fortune 500, published June 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating. Team Overview: The Wealth Management Advice and Solutions (WMAS) division is responsible for leading the firm in ensuring our clients are on track to meet their financial goals. Within WMAS, the Wealth Management Consultation (WMC) department serves as the dedicated Home Office planning, investment and advice specialists partnering with our branch teams to deliver tailored and client-segmented Advice, Planning, Products, and Services (APPS) consultation and guidance to meet our clients' wealth management needs. As part of the dedicated client team, our Portfolio Consultation Group (PCG) exists to bring forward investment consultation capabilities by partnering with financial advisors to develop and implement the tailored investment advice and personalized portfolio construction sought by clients, in alignment with firm advice and guidance, that meet their most important needs and aid in driving positive branch team/client experiences. Planning, Products, and Services (APPS) consultation and guidance to meet our clients' wealth management needs. What You Will Do: Partner with and support financial advisors as Home Office investment specialists to deliver the high-quality Advice, Planning, Products, and Services (APPS) required to meet our client's wealth management needs. Independently and consistently provide the right level of consultative support across the client journey based on client segment (Core, HNW) and unique situation across our various service models - from the creation of tailored investment advice and strategies to the portfolio analysis, construction, and implementation needed to bring a financial plan to life - to drive the right outcomes and experiences. Support financial advisors with the most complex, sensitive high-net-worth client investment portfolio scenarios to deliver more personalized, tax-efficient, and robust portfolio construction and portfolio transition advice (i.e., asset allocation, tax minimization, optimal investments, asset location), in alignment with firm advice and guidance. Provide tailored, dedicated, and ongoing expert level case management support to meet the needs of our high-net-worth clients based on client objectives, risk profile, account mandates, and personal preferences. Lead or actively contribute to key strategic initiatives/projects within the Wealth Management Consultation department and across the WMAS division, in collaboration with internal/external stakeholders, that enables the firm's evolution to deliver strong goals-based advice, financial planning, and asset management services. Work in partnership with WMC internal stakeholder groups (list out) to ensure proper alignment and continued evolution in concert with business segment and APPS strategies. Manage significant branch team/client escalations and direct resources to achieve the right results. Achieve results through others, by serving as an informal leader and mentor to develop newer associates on the team and across Wealth Management Consultation department. Have deep understanding of industry trends, competitors, and regulatory changes - assess how these themes impact our fee-based program offerings (Core Wealth, Signature Experience), the implementation of firm advice and guidance, and the ability to deliver the personalization sought by current/prospective clients. What Experience You Need: Bachelor's degree. Finance background and/or advanced degree preferred. FINRA Series 7 and 66 (or completion within 6 months of hire). CFA designation required (or progress towards) 10 years of Financial Services experience required 7+ years of relevant portfolio management, portfolio construction, and/or investment consultation experience strongly preferred. Functional Knowledge: Advanced technical aptitude, analytical, and critical skills. Deep, expansive subject matter expertise on economic, investment, and portfolio management strategies and concepts. Advanced skills in some of the following areas: systems thinking, planning and organizing, relationship building, collaboration, critical thinking, project management. Exceptional written, verbal, and presentation communication skills with the ability to provide concise, relevant market commentary and periodically explain complex investment terms/concepts directly to clients. Proficiency in Microsoft Excel, databases and wealth management software tools (i.e., Aladdin Wealth, Morningstar, FactSet). Problem Solving - problems faced by associates in this role tend to be advanced/complex and are based on the specific needs of current and prospective high-net-worth clients. Decision Making - the decisions in this position are high in impact and complex in nature. Span of Influence: High - role requires significant decisions with a direct impact on FA/client outcomes. Candidates that live within in a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office three days per week, with preference for Tuesday through Thursday. At Edward Jones, w e are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. At Edward Jones, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security and well-being. Visit our career site to learn more about our total compensation approach, which in addition to base salary, typically includes benefits, bonuses and profit sharing. The salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors for a potential new associate: Salary: $113810 - $193785 Category: Headquarters
03/17/2024
Full time
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report . 1 Fortune 500, published June 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating. Team Overview: The Wealth Management Advice and Solutions (WMAS) division is responsible for leading the firm in ensuring our clients are on track to meet their financial goals. Within WMAS, the Wealth Management Consultation (WMC) department serves as the dedicated Home Office planning, investment and advice specialists partnering with our branch teams to deliver tailored and client-segmented Advice, Planning, Products, and Services (APPS) consultation and guidance to meet our clients' wealth management needs. As part of the dedicated client team, our Portfolio Consultation Group (PCG) exists to bring forward investment consultation capabilities by partnering with financial advisors to develop and implement the tailored investment advice and personalized portfolio construction sought by clients, in alignment with firm advice and guidance, that meet their most important needs and aid in driving positive branch team/client experiences. Planning, Products, and Services (APPS) consultation and guidance to meet our clients' wealth management needs. What You Will Do: Partner with and support financial advisors as Home Office investment specialists to deliver the high-quality Advice, Planning, Products, and Services (APPS) required to meet our client's wealth management needs. Independently and consistently provide the right level of consultative support across the client journey based on client segment (Core, HNW) and unique situation across our various service models - from the creation of tailored investment advice and strategies to the portfolio analysis, construction, and implementation needed to bring a financial plan to life - to drive the right outcomes and experiences. Support financial advisors with the most complex, sensitive high-net-worth client investment portfolio scenarios to deliver more personalized, tax-efficient, and robust portfolio construction and portfolio transition advice (i.e., asset allocation, tax minimization, optimal investments, asset location), in alignment with firm advice and guidance. Provide tailored, dedicated, and ongoing expert level case management support to meet the needs of our high-net-worth clients based on client objectives, risk profile, account mandates, and personal preferences. Lead or actively contribute to key strategic initiatives/projects within the Wealth Management Consultation department and across the WMAS division, in collaboration with internal/external stakeholders, that enables the firm's evolution to deliver strong goals-based advice, financial planning, and asset management services. Work in partnership with WMC internal stakeholder groups (list out) to ensure proper alignment and continued evolution in concert with business segment and APPS strategies. Manage significant branch team/client escalations and direct resources to achieve the right results. Achieve results through others, by serving as an informal leader and mentor to develop newer associates on the team and across Wealth Management Consultation department. Have deep understanding of industry trends, competitors, and regulatory changes - assess how these themes impact our fee-based program offerings (Core Wealth, Signature Experience), the implementation of firm advice and guidance, and the ability to deliver the personalization sought by current/prospective clients. What Experience You Need: Bachelor's degree. Finance background and/or advanced degree preferred. FINRA Series 7 and 66 (or completion within 6 months of hire). CFA designation required (or progress towards) 10 years of Financial Services experience required 7+ years of relevant portfolio management, portfolio construction, and/or investment consultation experience strongly preferred. Functional Knowledge: Advanced technical aptitude, analytical, and critical skills. Deep, expansive subject matter expertise on economic, investment, and portfolio management strategies and concepts. Advanced skills in some of the following areas: systems thinking, planning and organizing, relationship building, collaboration, critical thinking, project management. Exceptional written, verbal, and presentation communication skills with the ability to provide concise, relevant market commentary and periodically explain complex investment terms/concepts directly to clients. Proficiency in Microsoft Excel, databases and wealth management software tools (i.e., Aladdin Wealth, Morningstar, FactSet). Problem Solving - problems faced by associates in this role tend to be advanced/complex and are based on the specific needs of current and prospective high-net-worth clients. Decision Making - the decisions in this position are high in impact and complex in nature. Span of Influence: High - role requires significant decisions with a direct impact on FA/client outcomes. Candidates that live within in a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office three days per week, with preference for Tuesday through Thursday. At Edward Jones, w e are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. At Edward Jones, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security and well-being. Visit our career site to learn more about our total compensation approach, which in addition to base salary, typically includes benefits, bonuses and profit sharing. The salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors for a potential new associate: Salary: $113810 - $193785 Category: Headquarters
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report . 1 Fortune 500, published June 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating. Team Overview: The Wealth Management Advice and Solutions (WMAS) division is responsible for leading the firm in ensuring our clients are on track to meet their financial goals. Within WMAS, the Wealth Management Consultation (WMC) department serves as the dedicated Home Office planning, investment and advice specialists partnering with our branch teams to deliver tailored and client-segmented Advice, Planning, Products, and Services (APPS) consultation and guidance to meet our clients' wealth management needs. As part of the dedicated client team, our Portfolio Consultation Group (PCG) exists to bring forward investment consultation capabilities by partnering with financial advisors to develop and implement the tailored investment advice and personalized portfolio construction sought by clients, in alignment with firm advice and guidance, that meet their most important needs and aid in driving positive branch team/client experiences. Planning, Products, and Services (APPS) consultation and guidance to meet our clients' wealth management needs. What You Will Do: Partner with and support financial advisors as Home Office investment specialists to deliver the high-quality Advice, Planning, Products, and Services (APPS) required to meet our client's wealth management needs. Independently and consistently provide the right level of consultative support across the client journey based on client segment (Core, HNW) and unique situation across our various service models - from the creation of tailored investment advice and strategies to the portfolio analysis, construction, and implementation needed to bring a financial plan to life - to drive the right outcomes and experiences. Support financial advisors with the most complex, sensitive high-net-worth client investment portfolio scenarios to deliver more personalized, tax-efficient, and robust portfolio construction and portfolio transition advice (i.e., asset allocation, tax minimization, optimal investments, asset location), in alignment with firm advice and guidance. Provide tailored, dedicated, and ongoing expert level case management support to meet the needs of our high-net-worth clients based on client objectives, risk profile, account mandates, and personal preferences. Lead or actively contribute to key strategic initiatives/projects within the Wealth Management Consultation department and across the WMAS division, in collaboration with internal/external stakeholders, that enables the firm's evolution to deliver strong goals-based advice, financial planning, and asset management services. Work in partnership with WMC internal stakeholder groups (list out) to ensure proper alignment and continued evolution in concert with business segment and APPS strategies. Manage significant branch team/client escalations and direct resources to achieve the right results. Achieve results through others, by serving as an informal leader and mentor to develop newer associates on the team and across Wealth Management Consultation department. Have deep understanding of industry trends, competitors, and regulatory changes - assess how these themes impact our fee-based program offerings (Core Wealth, Signature Experience), the implementation of firm advice and guidance, and the ability to deliver the personalization sought by current/prospective clients. What Experience You Need: Bachelor's degree. Finance background and/or advanced degree preferred. FINRA Series 7 and 66 (or completion within 6 months of hire). CFA designation required (or progress towards) 10 years of Financial Services experience required 7+ years of relevant portfolio management, portfolio construction, and/or investment consultation experience strongly preferred. Functional Knowledge: Advanced technical aptitude, analytical, and critical skills. Deep, expansive subject matter expertise on economic, investment, and portfolio management strategies and concepts. Advanced skills in some of the following areas: systems thinking, planning and organizing, relationship building, collaboration, critical thinking, project management. Exceptional written, verbal, and presentation communication skills with the ability to provide concise, relevant market commentary and periodically explain complex investment terms/concepts directly to clients. Proficiency in Microsoft Excel, databases and wealth management software tools (i.e., Aladdin Wealth, Morningstar, FactSet). Problem Solving - problems faced by associates in this role tend to be advanced/complex and are based on the specific needs of current and prospective high-net-worth clients. Decision Making - the decisions in this position are high in impact and complex in nature. Span of Influence: High - role requires significant decisions with a direct impact on FA/client outcomes. Candidates that live within in a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office three days per week, with preference for Tuesday through Thursday. At Edward Jones, w e are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. At Edward Jones, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security and well-being. Visit our career site to learn more about our total compensation approach, which in addition to base salary, typically includes benefits, bonuses and profit sharing. The salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors for a potential new associate: Salary: $113810 - $193785 Category: Headquarters
03/17/2024
Full time
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report . 1 Fortune 500, published June 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating. Team Overview: The Wealth Management Advice and Solutions (WMAS) division is responsible for leading the firm in ensuring our clients are on track to meet their financial goals. Within WMAS, the Wealth Management Consultation (WMC) department serves as the dedicated Home Office planning, investment and advice specialists partnering with our branch teams to deliver tailored and client-segmented Advice, Planning, Products, and Services (APPS) consultation and guidance to meet our clients' wealth management needs. As part of the dedicated client team, our Portfolio Consultation Group (PCG) exists to bring forward investment consultation capabilities by partnering with financial advisors to develop and implement the tailored investment advice and personalized portfolio construction sought by clients, in alignment with firm advice and guidance, that meet their most important needs and aid in driving positive branch team/client experiences. Planning, Products, and Services (APPS) consultation and guidance to meet our clients' wealth management needs. What You Will Do: Partner with and support financial advisors as Home Office investment specialists to deliver the high-quality Advice, Planning, Products, and Services (APPS) required to meet our client's wealth management needs. Independently and consistently provide the right level of consultative support across the client journey based on client segment (Core, HNW) and unique situation across our various service models - from the creation of tailored investment advice and strategies to the portfolio analysis, construction, and implementation needed to bring a financial plan to life - to drive the right outcomes and experiences. Support financial advisors with the most complex, sensitive high-net-worth client investment portfolio scenarios to deliver more personalized, tax-efficient, and robust portfolio construction and portfolio transition advice (i.e., asset allocation, tax minimization, optimal investments, asset location), in alignment with firm advice and guidance. Provide tailored, dedicated, and ongoing expert level case management support to meet the needs of our high-net-worth clients based on client objectives, risk profile, account mandates, and personal preferences. Lead or actively contribute to key strategic initiatives/projects within the Wealth Management Consultation department and across the WMAS division, in collaboration with internal/external stakeholders, that enables the firm's evolution to deliver strong goals-based advice, financial planning, and asset management services. Work in partnership with WMC internal stakeholder groups (list out) to ensure proper alignment and continued evolution in concert with business segment and APPS strategies. Manage significant branch team/client escalations and direct resources to achieve the right results. Achieve results through others, by serving as an informal leader and mentor to develop newer associates on the team and across Wealth Management Consultation department. Have deep understanding of industry trends, competitors, and regulatory changes - assess how these themes impact our fee-based program offerings (Core Wealth, Signature Experience), the implementation of firm advice and guidance, and the ability to deliver the personalization sought by current/prospective clients. What Experience You Need: Bachelor's degree. Finance background and/or advanced degree preferred. FINRA Series 7 and 66 (or completion within 6 months of hire). CFA designation required (or progress towards) 10 years of Financial Services experience required 7+ years of relevant portfolio management, portfolio construction, and/or investment consultation experience strongly preferred. Functional Knowledge: Advanced technical aptitude, analytical, and critical skills. Deep, expansive subject matter expertise on economic, investment, and portfolio management strategies and concepts. Advanced skills in some of the following areas: systems thinking, planning and organizing, relationship building, collaboration, critical thinking, project management. Exceptional written, verbal, and presentation communication skills with the ability to provide concise, relevant market commentary and periodically explain complex investment terms/concepts directly to clients. Proficiency in Microsoft Excel, databases and wealth management software tools (i.e., Aladdin Wealth, Morningstar, FactSet). Problem Solving - problems faced by associates in this role tend to be advanced/complex and are based on the specific needs of current and prospective high-net-worth clients. Decision Making - the decisions in this position are high in impact and complex in nature. Span of Influence: High - role requires significant decisions with a direct impact on FA/client outcomes. Candidates that live within in a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office three days per week, with preference for Tuesday through Thursday. At Edward Jones, w e are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. At Edward Jones, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security and well-being. Visit our career site to learn more about our total compensation approach, which in addition to base salary, typically includes benefits, bonuses and profit sharing. The salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors for a potential new associate: Salary: $113810 - $193785 Category: Headquarters
CFA - Associate Wealth Management Advisor Epic PLD, Inc. d/b/a Ludacka Wealth Partners is looking to fill a CFA Associate Wealth Management Advisor position in Omaha, NE. MBA degree (foreign equivalent accepted) and 2 years' experience required. Experience must include client-facing positions with a bank wealth management department, wealth management firm, family office, or other investment-related firm. Required certifications: CFA, CMTA, and AWMA. Duties include performance of quantitive financial analysis and participation in portfolio management activities for clients. recblid egzffpdzk3tk9d3kqum5j7nzotswrb
01/31/2021
Full time
CFA - Associate Wealth Management Advisor Epic PLD, Inc. d/b/a Ludacka Wealth Partners is looking to fill a CFA Associate Wealth Management Advisor position in Omaha, NE. MBA degree (foreign equivalent accepted) and 2 years' experience required. Experience must include client-facing positions with a bank wealth management department, wealth management firm, family office, or other investment-related firm. Required certifications: CFA, CMTA, and AWMA. Duties include performance of quantitive financial analysis and participation in portfolio management activities for clients. recblid egzffpdzk3tk9d3kqum5j7nzotswrb
Duties and Responsibilities • Plan and execute communications, including newsletters, invitations, social media, case studies, website, email and Public Relations (in coordination with firm's PR agency) • Assist in management of email and social media campaigns, including A/B testing, budget-tracking and engagement analysis • Work closely with the firm's PR agency to submit award applications • Manage drafting and editing of short and long-form content, such as newsletters, email campaigns, presentations and blog posts; manage internal and Compliance review • Update marketing collateral, including factsheets, presentations, brochures and event invitations • Assist in drafting marketing materials including one pagers, brochures and presentations • Collect and help to analyze campaign performance data to gain insights and formulate strategic next steps • Support administration of marketing automation program HubSpot, including building assets, ensuring clean data, promoting positive internal UX experience and seamless reporting • Maintain project schedules and Marketing calendar in a fast-paced, deadline-driven environment • Plan and execute events with others from start to finish and help run the events • Work with various client segments, including women • Provide administrative support to the Marketing Team, Directors and Senior Management as needed • FP Alpha: website management, social media marketing, content creation, e-mail marketing campaigns and Hubspot management, conference preparation, execution of media & PR strategy, sales support Qualifications • Bachelors' degree in Marketing preferred • 2 + years of relevant experience • Previous experience in a marketing/communications role preferably in the Financial Services industry • Experience in successful event planning • Previous experience in developing content i.e. newsletters, websites, articles, and graphics • Past experience managing social media platforms including LinkedIn • Superior verbal and presentation skills • Ability to multi-task and prioritize multiple requests within tight deadlines • Successful track record in managing projects • Ability to use initiative and work independently while also being a team player • Personable and possess the ability to communicate with all members of staff and clients • Desire and ability to work successfully in a small company environment • High proficiency in Adobe, InDesign and PowerPoint • High proficiency in CRM and e-mail marketing tools such as Hubspot • Experience in webinar and podcast management preferred Salary & Benefits Compensation includes salary plus incentive based on experience and industry standards. Generous benefits include: Fully Paid Medical Plan (with no in network co-pays or deductibles), Dental, Vision, Life and AD & D, Long-Term Disability, Short-Term Disability FSA, Traditional and Roth 401(k), up to $400 for gym reimbursement. For consideration, please email a resume and cover letter a must expressing your interest and why you should be considered to: Altfest Personal Wealth Management is an equal opportunity employer. Firm Overview Altfest Personal Wealth Management, founded in 1983, is a pioneer in the fee-only Wealth Management movement. Fee-only means that the firm receives fees only from its clients and not from commissions and the sale of products, which can otherwise lead to conflicts of interest. The firm provides clients with investment management, retirement planning, insurance, tax and estate advisory. Altfest Personal Wealth Management is dedicated to putting clients' interests ahead of its own, hiring highly talented people who work as a team to develop the best strategies for clients. We utilize internal experts that specialize in a variety of technical areas and client segments, and are dedicated to providing a personal, warm, caring atmosphere and a high level of service for clients. We are committed to introducing innovative methods to the profession that increase the value we provide to clients. Altfest Personal Wealth Management has been named one of AdvisoryHQ's "Top Rated Financial Advisors in New York City" in 2018, 2019 and 2020. The firm is proud to be honored by InvestmentNews as one of the "75 Best Places to Work for Financial Advisers" nationwide in 2020 and 2019, as well as a 2020 Best Places to Work in NYC by Crain's New York. Lewis Altfest, Ph.D., CFA, CFP®, CPA, PFS, founded the firm after leaving Lord Abbett & Co, a large mutual fund company where he was a Partner and Director of Research. Lew has been named repeatedly to Barron's "Top 100 Independent Advisors" as well as Barron's state-by-state listing of "America's Top 1,200 Financial Advisors", among many other acknowledgements. Karen C Altfest, Ph.D., CFP® joined the firm in its early years and has had a strong impact on its growth. Karen oversees the firm's marketing activities and has made a profound impact by dedicating herself to the empowerment of women. Among her acknowledgements, Karen has been recognized by Forbes as a "Top Women Wealth Advisor" by Forbes from 2, as well as a Forbes "Best-in-State Wealth Advisor" from 2. She has also been featured in Crain's New York Business' list of "Notable Women in Finance" in 2018 and 2019. Andrew Altfest, MBA, CFP® has spearheaded several initiatives to expand the firm since joining in 2003, including organizing different practice groups focused on client segments, launching private equity solutions, and directing the firm's Young Professionals group. He is also an active member of Altfest's Investment Committee and the Portfolio Action Group, which sets investment strategy for client portfolios. Andrew was named a "Best-In-State Wealth Advisor" by Forbes in its 2018, 2019 and 2020 rankings, as well as a Young Advisor to Watch by Financial Advisor in 2020. He also was included in Forbes' list of America's Top Next-Generation Wealth Advisors in 2017, 2018 and 2019. The firm's culture is very collegial with a family atmosphere where we care for our employees. Our team is very analytical, hardworking and yet looks to develop new ideas that will help it sustain and accelerate our growth into the future. *AdvisoryHQ's ranking methodology is based on a wide range of filters including fiduciary duty, level of customized service, and history of innovation. There is no fee to participate. Details regarding Advisory HQ's selection methodology can be found at *InvestmentNews' Best Places to Work for Financial Advisors recognition is a survey competition to determine which participants are the best employers. The process is managed by Best Companies Group (BCG) and winners are published in an issue of Investment News. The process includes 2 surveys to gather detailed data about each participating company. BCG conducts the surveys, analyzes the data and determines the winners and rankings. *For Crain's Best Places to Work in NYC, Crain's works with Best Companies Group, an independent research company that has been managing employee engagement surveys since 2004, to conduct the research and provide us with a final ranked list. The rankings are based on a calculation that involves the weighting of your employee survey (75%) and your employer questionnaire (25%). Our news department reports solely on the results of the data that is provided to us by Best Companies Group and does not have any input into the rankings. *Barron's America's Top 100 Independent Financial Advisors is based on assets under management, revenue generated by advisors for their firm, and the quality of the advisors' practices. Investment performance is not an explicit criterion because performance is often a function of each client's appetite for risk. In evaluating advisors, they examine regulatory records, internal company documents, and 100-plus points of data provided by the advisors. There is no fee to participate. Additional details regarding the criteria and process utilized in formulating these rankings can be found by at *Forbes' Top Women Wealth Advisors developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of advisors with a minimum of seven years of experience & weighing factors like revenue trends, AUM, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. There is no fee to participate. *Barron's state-by-state listing of America's Top 1,200 Financial Advisors lists the top advisors in each state, with the number of ranking spots determined by each state's population and wealth. The rankings are based on assets under management, revenue generated by advisors for their firm, and the quality of the advisors' practices. Investment performance is not an explicit criterion because performance is often a function of each client's appetite for risk. In evaluating advisors, they examine regulatory records, internal company documents, and 100-plus points of data provided by the advisors themselves. There is no fee to participate. Additional details regarding the criteria and process utilized in formulating these rankings can be found by at *Crain's Custom editors choose candidates based on their professional..... click apply for full job details
01/20/2021
Full time
Duties and Responsibilities • Plan and execute communications, including newsletters, invitations, social media, case studies, website, email and Public Relations (in coordination with firm's PR agency) • Assist in management of email and social media campaigns, including A/B testing, budget-tracking and engagement analysis • Work closely with the firm's PR agency to submit award applications • Manage drafting and editing of short and long-form content, such as newsletters, email campaigns, presentations and blog posts; manage internal and Compliance review • Update marketing collateral, including factsheets, presentations, brochures and event invitations • Assist in drafting marketing materials including one pagers, brochures and presentations • Collect and help to analyze campaign performance data to gain insights and formulate strategic next steps • Support administration of marketing automation program HubSpot, including building assets, ensuring clean data, promoting positive internal UX experience and seamless reporting • Maintain project schedules and Marketing calendar in a fast-paced, deadline-driven environment • Plan and execute events with others from start to finish and help run the events • Work with various client segments, including women • Provide administrative support to the Marketing Team, Directors and Senior Management as needed • FP Alpha: website management, social media marketing, content creation, e-mail marketing campaigns and Hubspot management, conference preparation, execution of media & PR strategy, sales support Qualifications • Bachelors' degree in Marketing preferred • 2 + years of relevant experience • Previous experience in a marketing/communications role preferably in the Financial Services industry • Experience in successful event planning • Previous experience in developing content i.e. newsletters, websites, articles, and graphics • Past experience managing social media platforms including LinkedIn • Superior verbal and presentation skills • Ability to multi-task and prioritize multiple requests within tight deadlines • Successful track record in managing projects • Ability to use initiative and work independently while also being a team player • Personable and possess the ability to communicate with all members of staff and clients • Desire and ability to work successfully in a small company environment • High proficiency in Adobe, InDesign and PowerPoint • High proficiency in CRM and e-mail marketing tools such as Hubspot • Experience in webinar and podcast management preferred Salary & Benefits Compensation includes salary plus incentive based on experience and industry standards. Generous benefits include: Fully Paid Medical Plan (with no in network co-pays or deductibles), Dental, Vision, Life and AD & D, Long-Term Disability, Short-Term Disability FSA, Traditional and Roth 401(k), up to $400 for gym reimbursement. For consideration, please email a resume and cover letter a must expressing your interest and why you should be considered to: Altfest Personal Wealth Management is an equal opportunity employer. Firm Overview Altfest Personal Wealth Management, founded in 1983, is a pioneer in the fee-only Wealth Management movement. Fee-only means that the firm receives fees only from its clients and not from commissions and the sale of products, which can otherwise lead to conflicts of interest. The firm provides clients with investment management, retirement planning, insurance, tax and estate advisory. Altfest Personal Wealth Management is dedicated to putting clients' interests ahead of its own, hiring highly talented people who work as a team to develop the best strategies for clients. We utilize internal experts that specialize in a variety of technical areas and client segments, and are dedicated to providing a personal, warm, caring atmosphere and a high level of service for clients. We are committed to introducing innovative methods to the profession that increase the value we provide to clients. Altfest Personal Wealth Management has been named one of AdvisoryHQ's "Top Rated Financial Advisors in New York City" in 2018, 2019 and 2020. The firm is proud to be honored by InvestmentNews as one of the "75 Best Places to Work for Financial Advisers" nationwide in 2020 and 2019, as well as a 2020 Best Places to Work in NYC by Crain's New York. Lewis Altfest, Ph.D., CFA, CFP®, CPA, PFS, founded the firm after leaving Lord Abbett & Co, a large mutual fund company where he was a Partner and Director of Research. Lew has been named repeatedly to Barron's "Top 100 Independent Advisors" as well as Barron's state-by-state listing of "America's Top 1,200 Financial Advisors", among many other acknowledgements. Karen C Altfest, Ph.D., CFP® joined the firm in its early years and has had a strong impact on its growth. Karen oversees the firm's marketing activities and has made a profound impact by dedicating herself to the empowerment of women. Among her acknowledgements, Karen has been recognized by Forbes as a "Top Women Wealth Advisor" by Forbes from 2, as well as a Forbes "Best-in-State Wealth Advisor" from 2. She has also been featured in Crain's New York Business' list of "Notable Women in Finance" in 2018 and 2019. Andrew Altfest, MBA, CFP® has spearheaded several initiatives to expand the firm since joining in 2003, including organizing different practice groups focused on client segments, launching private equity solutions, and directing the firm's Young Professionals group. He is also an active member of Altfest's Investment Committee and the Portfolio Action Group, which sets investment strategy for client portfolios. Andrew was named a "Best-In-State Wealth Advisor" by Forbes in its 2018, 2019 and 2020 rankings, as well as a Young Advisor to Watch by Financial Advisor in 2020. He also was included in Forbes' list of America's Top Next-Generation Wealth Advisors in 2017, 2018 and 2019. The firm's culture is very collegial with a family atmosphere where we care for our employees. Our team is very analytical, hardworking and yet looks to develop new ideas that will help it sustain and accelerate our growth into the future. *AdvisoryHQ's ranking methodology is based on a wide range of filters including fiduciary duty, level of customized service, and history of innovation. There is no fee to participate. Details regarding Advisory HQ's selection methodology can be found at *InvestmentNews' Best Places to Work for Financial Advisors recognition is a survey competition to determine which participants are the best employers. The process is managed by Best Companies Group (BCG) and winners are published in an issue of Investment News. The process includes 2 surveys to gather detailed data about each participating company. BCG conducts the surveys, analyzes the data and determines the winners and rankings. *For Crain's Best Places to Work in NYC, Crain's works with Best Companies Group, an independent research company that has been managing employee engagement surveys since 2004, to conduct the research and provide us with a final ranked list. The rankings are based on a calculation that involves the weighting of your employee survey (75%) and your employer questionnaire (25%). Our news department reports solely on the results of the data that is provided to us by Best Companies Group and does not have any input into the rankings. *Barron's America's Top 100 Independent Financial Advisors is based on assets under management, revenue generated by advisors for their firm, and the quality of the advisors' practices. Investment performance is not an explicit criterion because performance is often a function of each client's appetite for risk. In evaluating advisors, they examine regulatory records, internal company documents, and 100-plus points of data provided by the advisors. There is no fee to participate. Additional details regarding the criteria and process utilized in formulating these rankings can be found by at *Forbes' Top Women Wealth Advisors developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of advisors with a minimum of seven years of experience & weighing factors like revenue trends, AUM, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. There is no fee to participate. *Barron's state-by-state listing of America's Top 1,200 Financial Advisors lists the top advisors in each state, with the number of ranking spots determined by each state's population and wealth. The rankings are based on assets under management, revenue generated by advisors for their firm, and the quality of the advisors' practices. Investment performance is not an explicit criterion because performance is often a function of each client's appetite for risk. In evaluating advisors, they examine regulatory records, internal company documents, and 100-plus points of data provided by the advisors themselves. There is no fee to participate. Additional details regarding the criteria and process utilized in formulating these rankings can be found by at *Crain's Custom editors choose candidates based on their professional..... click apply for full job details