Job Details

Wealth Advisor

Company name

RSM US LLP.

Organization Type

In-House

Job Type

Attorney

Years of Experience

Min 5 yrs required

Location

Sioux Falls, SD

Date Last Verified

Feb 16,2018

Posted on

Jan 22,2018
Practice Area
Finance >> Finance - General
Apply for this job
 
Your Email:
Upload Resume:

 
9 hits

Profile

Wealth Advisor The candidate will manage individual, foundation, endowment and trust account assets and investment relationships consistent with the Investment Policy Statement objectives of the client and the criteria of the firm. Strong focus on managing client account retention though effective planning and portfolio management. Responsibility for presenting investment strategies to clients. Serves as the primary point of contact for client relationships. Serves as the primary point of contact with third party manager platform, mutual fund, ETF, alternative and annuity providers. Creates, directs and over-sees clients' financial investment portfolios. Manages staff updates and progress reporting, rebalancing of asset allocation model and recommendations for portfolio rebalancing. Over-sees and manages staff with respect to daily deposits/withdrawals, cash balances, and rebalancing the portfolio. Presents reports for client review meetings. Uses various tools to research and provide investment portfolio, life & disability insurance analysis for prospects. Consistently follows procedures to be compliant.

Qualification and Experience

The candidate should have an undergraduate Degree in Business (Accounting a plus). CFP, CFA, JD, or MBA preferred. Business experience of 5 or more years in the Wealth Management or Financial Services industry. Series 65 licensing required. Experience with Schwab Institutional, eMoney Advisor, Black Diamond, and other financial planning software tools preferred. Life and Annuity License. Thorough understanding of investment management. Strong knowledge of finance, economics and general business. Effective sales and relationship management/client services skills. Ability to effectively present investment strategies to clients. Ability to make critical decisions independently. Excellent interpersonal and verbal and written communications skills. Acceptable compliance record in prior position(s). Ability to work, efficiently, effectively, and independently in order to see projects through to conclusion.

Additional info

Job ID req3759

Company info

Hiring Coordinator
RSM US LLP.
110 S Phillips Ave 300
Sioux Falls, SD 57104

Similar Jobs:

Personal Trust Relationship Mgr Responsible for fiduciary oversight and account administration of South Dakota situs trust accounts and for Ascent accounts for an ultra-high net worth client base where the bank is acting as trust...
Attorney Representative The candidate will represent claimants in administrative hearings before the Office of Disability Adjudication and Review. Will manage caseload of complex Title II and Title XVI disability cases in prepara...
Transaction Attorney The candidate will be responsible for working across eCARE on contract development, administration, risk identification, and compliance. This includes authoring business to business and workforce contracts, r...