Portfolio Evaluation Analyst
- Evaluate clients' investment goals and financial situations to produce optimal asset allocation and benchmark recommendations, while always prioritizing clients' interests
- Partner with our Investment Counselors to help them navigate clients through nuanced financial situations and provide coaching towards portfolio recommendations
- Provide direction and assistance for new and ad hoc projects to demonstrate our firm's commitment to bettering the investment universe
- Review and create specialized solutions for clients and potential clients with unique financial and tax situations
- Appraise the appropriateness of clients' and prospective clients' outside annuities
- Occasionally engage with clients about portfolio evaluation matters to support Investment Counselors
- Series 65 (preferred) and Bachelor's degree or equivalent work experience
- 5+ years experience working with investment and financial planning concepts
- Understanding of extensive portfolio management practices
- Collaborative approach with an emphasis on client focus
- Consultative experience in the financial services industry
- 100% paid medical, dental and vision premiums for you and your qualifying dependents
- A 50% 401(k) match, up to the IRS maximum
- 20 days of PTO*, plus 10 paid holidays (*17 days of PTO and 3 days of sick time for California employees)
- Family Support programs including 8 weeks Paid Primary Caregiver leave, adoption assistance and back-up child care
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