Investment Manager/Wealth Advisor

Century Bank • Santa Fe, NM

4h • Onsite

About The Position

Assist clients and prospects with wealth planning and investment strategies utilizing existing the resources of bank partnership with RIA; uses wealth planning as key value proposition in developing new wealth relationships. Job expectations include helping teams to drive client retention and business development, while mentoring associates.

Requirements

• Bachelor’s Degree in Business or related field
• 10+ years of experience in high net-worth financial planning and discretionary portfolio management
• Proficient in Microsoft Office Suite, with strong Excel skills
• experience creating reports with financial planning software

Nice To Haves

• graduate degree or other related designation preferred
• CFP, CFA or CPA designation desirable
• Strong analytical, presentation, written and verbal communications skills
• advanced advisory and interpersonal qualities
• self-starter with high initiative and accountability
• advanced knowledge of financial, tax, and wealth planning
• Knowledge of fiduciary standards, principles and applicable laws and regulations acquired through training or seminars

Responsibilities

• Works to understand the client’s situation and circumstances to develop and recommend an investment strategy tailored to client’s unique goals and objectives
• Manages trade execution, risk management and compliance in a fiduciary setting, and investment reviews
• Continued engagement with clients to review investment performance and anticipated market changes based on economic and industry analysis
• Stays up to date on current market conditions and economic trends to anticipate and mitigate investment risks
• Develops meaningful relationships with clients
• Prepares and presents Financial Plans for clients and prospects

What This Job Offers

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