Financial Analyst at Mangrove Lithium responsible for financial planning, analysis, and modeling for plant and corporate projects. Collaborating with Business Development and Engineering teams while monitoring market trends.
About the role
- Investment and Planning Associate specializing in investment operations and client service for a wealth management firm. Overseeing investment management services and maintaining communication with clients and stakeholders.
Responsibilities
- Open and track new investment accounts
- Assist clients with service on existing investment account maintenance
- Prepare and process investment/advisory paperwork for implementation
- Manage asset movement, including deposits, withdrawals, transfers, rollovers, Roth conversions, trades etc.
- Track potential rollover opportunities
- Oversee the financial planning software output, (PX/RD Plans), and build client recommendations
- Prepare and review performance reports in Envestnet, Morningstar and broker dealer software, etc. prior to client meetings
- Participate in client meetings for financial or investment plan implementation when appropriate
- Manage client communication including correspondence, notes, files, and maintain compliant client records
- Keep up to date on software system enhancements, new products & services, and compliance changes/opportunities
- Maintain a high level of professionalism while handling confidential and sensitive information
- Maintains own personal CE credits and certification, knowing when your licenses expire
- Participate in learning opportunities
Requirements
- Bachelor’s degree preferred
- Licensure: Series 7 and 63, or ability to gain licensing within 3-6 months of employment
- 2+ years of experience in the financial services industry, or 1+ years of Northwestern Mutual experience
- Client Resource Management experience preferred
Benefits
- Medical, dental, and vision benefits available
- 401k Match
- Reimbursement for licenses, designations, and continuing education
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