Investment Advisor

FL Putnam Investment Management • Providence, RI

14d • Onsite

About The Position

We are seeking an Investment Advisor (IA) to join our Providence, Rhode Island office. This team member will contribute to advising new and existing client relationships. The successful candidate will demonstrate a passion for working with clients to provide investment guidance, asset allocation, portfolio construction, and communication of investment results. The Investment Advisor will be responsible for managing client relationships as part of a team approach consisting of a Client Advisor and a Client Account Administrator.

Requirements

• CFA professional designation and bachelor's degree required
• 7+ years of equivalent experience as an investment advisor
• Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
• Highly versed with all facets of asset allocation, investment strategies and client relationship management experience
• Strong community presence with an established network in the Providence, RI market
• Demonstrates strong organizational skills and a disciplined and organized approach throughout their business

Nice To Haves

• Experience with Salesforce and Orion a plus
• Experience developing new business through referrals and marketing
• Ability to work collaboratively with others as part of a team

Responsibilities

• Meets with clients on a regular basis, reviews accounts, investment strategy, and proactively manages client portfolios to meet goals and objectives in addition to responding to clients' questions and concerns
• Develops & maintains role as trusted advisor for clients with specified investment objectives & policies
• Invests accordingly to asset allocation committee recommendations where appropriate for clients
• Actively participates in the asset allocation committee and stays abreast of global macro-economic environment
• Promotes F.L.Putnam brand in the market and generates new business opportunities and expands existing business relationships
• Networks & Represents firm in educational or promotional presentations

What This Job Offers

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