Finance and general accounting technician managing financial accounts in hybrid role at Desjardins. Producing financial reports, planning budgets, and analyzing financial data with a focus on improving processes.
About the role
- Investment Management Specialist at Merrill Wealth Management defining investment strategies for clients. Supporting financial advisors and offering investment products to meet client goals.
Responsibilities
- Support the FA or PWA team’s overall investment management philosophy by executing on portfolio analysis and sharing expertise on a wide range of investment product areas.
- Monitor and manage client portfolios to align with client goals, objectives, risk tolerance and time horizons.
- Partner with internal specialists to deliver holistic investment solutions by identifying targeted investment strategies.
- Assist in the preparation of client performance review reports to measure progress to goals.
Requirements
- Either Series 7 and 66 licenses or Series 7, 63, and 65 licenses; must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they support
- SAFE ACT Registration
- Individuals in this role are required to maintain a Form ADV -2B, which provides clients details on individuals experience and educational background, along with other requirements governed by the U.S. Securities and Exchange Commission (“SEC”)
- Maintain at least one firm approved designation
- Possess and demonstrate strong communication skills
- Thorough knowledge and understanding of the suite of Wealth Management products and services
- Strong analytical and portfolio management skills with the ability to identify trends and implement investment strategies to increase growth and mitigate risk
- Ability to make sound decisions by having a deep understanding of investment management best practices and policies/procedures
- Ability to identify client needs and concerns, and articulate appropriate approach to align solutions to goals in a suitable and controlled way
Benefits
- Health insurance
- 401(k) matching
- Flexible working hours
- Paid time off
- Remote work options
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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