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Strategic Planning & Partnership Development Intern at WHOI supporting OceanWorks initiative. Focusing on innovation, partnerships, and commercialization in oceanographic research.
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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