Associate Portfolio Advisor

Northwestern Mutual • Rochester, NY

13d • Hybrid

About The Position

GROW Wealth Partners is a leading financial services firm dedicated to delivering tailored investment solutions and superior client experiences. We specialize in financial planning, wealth management and retirement distribution and pride ourselves on fostering a collaborative and innovative culture. GROW Wealth Partners is partnered with Northwestern Mutual as it is a leading financial services company that provides financial planning services, life insurance, disability insurance, and long-term care insurance. Established in 1857, it is known for its mutual company structure, prioritizing policyholders over shareholders. With a strong emphasis on personalized financial strategies, the company combines expert advisors with digital tools to help clients achieve financial security and long-term growth. GROW Wealth Partners also partners with Northwestern Mutual’s Private Client Group (PCG). PCG represents an elite community for advisors and firms that have the experience, expertise and tools to tailor advisory strategies and deliver best-in-class outcomes for clients. Please learn more about us at www.rgafpg.com . Role Overview: We are seeking a highly skilled and motivated Chartered Financial Analyst (CFA) to join our team. The successful candidate will play a pivotal role in managing investment portfolios, conducting in-depth market research, and strengthening client relationships. This position requires a combination of analytical expertise, market insight, and interpersonal skills.

Requirements

• CFA designation desired or at minimum through CFA Level I.
• Bachelor’s Degree in Finance, Economics, Business, or a related field (MBA preferred).
• 5+ years of experience in portfolio management, investment research, or a related role.
• Strong understanding of financial markets, investment products, and asset classes.
• Proficient in financial modeling, analytical tools, and portfolio management software.
• Exceptional communication and interpersonal skills.
• Demonstrated ability to build and maintain client relationships.
• Must be able to pass a basic background screening for the securities industry.
• Securities Industry Essentials (SIE) certification required.
• Series 7 and Series 63 or 66 certifications required.
• Life, Accident, and Health Insurance certification.

Responsibilities

• Oversee and optimize client portfolios to achieve stated investment objectives.
• Perform asset allocation, rebalancing, and performance monitoring.
• Develop investment strategies based on client goals, risk tolerance, and market conditions.
• Conduct comprehensive research on securities, industries, and market trends.
• Analyze financial statements, economic data, and market indicators to identify investment opportunities.
• Prepare detailed research reports and presentations for internal and client use.
• Serve as a point of contact for firm clientele, ensuring excellent service delivery.
• Communicate investment strategies, market updates, and portfolio performance effectively to clients.
• Collaborate with clients to identify and address their evolving financial needs and goals.

Benefits

• Opportunity to work with a dynamic and experienced team of professionals.
• Competitive salary and performance-based bonuses.
• Comprehensive benefits package, including health insurance and retirement plans.
• Commitment to professional development and growth opportunities.
• Hybrid remote policy.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level