Reference Number: MHH7561
Location: Nashville, Tennessee
Judson Group has been retained by a fee-only wealth management firm in the search for a Wealth Management Investment Strategist – Nashville. This individual will be support investment functions for clients. This role will also work closely with various team members to support investment management responsibilities including trading, monitoring and noting investment reports, having investment systems oversight.
The ideal candidate has 3+ years of client facing wealth management experience with a strong background in investments and financial planning. This is an ideal role for an individual who loves all-things investments.
Responsibilities:
- Work with clients to develop investment objectives.
- Prepare quarterly investment committee materials and agendas; weekly performance updates.
- Confidently analyze and communicate financial recommendations to clients.
- Oversee trade executions for investment model changes.
- Take part in liquid investment management including strategy, monitoring holdings, tracking performance, researching, working alongside various team members including portfolio managers and fund wholesalers.
- Participate in client service meetings and ensure follow up items are accomplished.
- Troubleshoot and follow up to resolve client issues regarding investment items.
- Manage research databases.
- Continue wealth education by attending sessions/courses and represent the firm at industry and community events.
Requirements:
- Bachelor’s Degree required; advanced degree preferred.
- CFP or CFA.
- 3-5 years of experience in financial services/RIA environment.
- Strong investment knowledge and experience required.
- Excellent written and oral communication skills and listening skills.
- Detail-oriented focus and a professional demeanor.
Compensation: Attractive compensation package with base salary, bonus, and benefits
Location: Nashville, Tennessee
Reference Number: MHH7561
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