- Lehi, Utah, United States
- Hybrid
- Full-time · Mid
- $77K–$116K per year
- 3+ years
The Investment Strategist will collaborate with the portfolio consultant and management team to develop investment strategy, product selection, and asset allocation recommendations while facilitating analysis of prospective client holdings.
Compensation
Salary Range: $76,695.00 - $115,804.00
Responsibilities
- Collaborate with portfolio consultant and management team to develop investment strategy, product selection, and asset allocation recommendations
- Facilitate analysis of prospective client holdings
- Communicate with financial advisors and clients providing ongoing support on investment-related activities
- Provide guidance to internal sales team for Wealth Advisory cases
- Review and understand risk tolerances and goals of prospective clients to make product and allocation recommendations
Requirements
- Bachelor's degree in finance, economics, or related field
- Nice to have: CFA
- Nice to have: CFP
- Nice to have: market research
- Nice to have: portfolio management
Skills
Benefits
- health insurance
- dental
- vision
- disability coverage
- 401(k) plan with employer match