- Lehi, Utah, United States
- Hybrid
- Mid
- $77K–$116K per year
- 3+ years
The Investment Strategist collaborates with the portfolio consultant and portfolio management team to develop investment strategy, product selection and asset allocation recommendations, as well as facilitating the analysis of prospective client holdings and providing support to financial advisors.
Compensation
$76,695.00 - $115,804.00
Responsibilities
- Review and understand risk tolerances and goals of prospective clients to make appropriate product and asset allocation recommendations
- Assist in investment management of client portfolios as directed by portfolio management team
- Generate proposals based on recommendations for tailored investment portfolios to be presented to advisors and/or prospective clients
- Meet with advisors to review proposals
- Review client allocations for consistency with objectives and make rebalance recommendations as necessary
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: asset allocation