Portfolio Strategy Associate- Wealth Advisory - Madision, WI or Minneapolis, MN
CLA (CliftonLarsonAllen)•Minneapolis, MN
•$48,700 - $85,000•Onsite
About The Position
This role provides support to the Senior Wealth Advisors in delivering comprehensive, holistic, financial services. They work collaboratively in serving clients as part of a team. They have strong knowledge in financial planning, tax, insurance, estate, investments, and retirement planning. They help manage financial plans and client relationships.
Requirements
- 2 years of experience in Investments/ Solutions / Product / Risk Management/ Research/ Quant roles within investment management, investment consulting required.
- Progress towards CFA designation and/or CAIA designation, Series 7/65
Responsibilities
- Design customized, outcome-oriented portfolios for CLA Wealth Advisory clients, using CLA’s proprietary analytics platform
- Enhance CLA’s portfolio analytics offering by developing new functionality to deliver better portfolio proposals, stress test potential risks and create a robust output template
- Commercialize CLA’s Total Return Portfolio and asset allocation narrative with advisors and key stakeholders – through webinars, blog posts and client presentations
- Assist other areas of the Investment Team which may include Trading and Due Diligence
Benefits
- Flexible PTO
- Up to 12 weeks paid parental leave
- Paid Volunteer Time Off
- Mental health coverage
- Quarterly Wellness stipend
- Fertility benefits
- health, dental, vision, 401k
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
