What are the responsibilities and job description for the High Net Worth Senior Portfolio Strategist - Tempe, AZ position at Get It - Finance?
Job Overview
Join our esteemed financial services firm as a Senior Portfolio Strategist, where strategic thinking and a profound understanding of financial markets converge. This pivotal role offers you the opportunity to leverage your expertise in portfolio management and investment strategy development while addressing high-net-worth client needs.
Key Responsibilities
This position presents an exceptional opportunity for career advancement, allowing you to enhance your professional skills and progress within our organization. We are committed to fostering your personal and professional development through continuous learning and challenging projects.
Company Culture And Values
We pride ourselves on our dynamic and collaborative work environment, which encourages innovative thinking and strategic problem-solving. Our culture is rooted in teamwork and open communication, fostering a space where ideas flourish and professionals can grow together.
Networking And Professional Opportunities
Joining our team offers you the chance to build a robust professional network, engage with industry leaders, and participate in valuable skill development initiatives.
Compensation And Benefits
We offer a competitive salary package commensurate with experience, along with comprehensive health, dental, and vision insurance. Additional benefits include a retirement savings plan with company matching, generous vacation time, and flexible working hours.
If you are a finance professional eager to make a significant contribution within a reputable organization, we invite you to apply and become part of our success story.
Employment Type: Full-Time
Join our esteemed financial services firm as a Senior Portfolio Strategist, where strategic thinking and a profound understanding of financial markets converge. This pivotal role offers you the opportunity to leverage your expertise in portfolio management and investment strategy development while addressing high-net-worth client needs.
Key Responsibilities
- Conduct in-depth analyses of market trends to formulate innovative investment strategies.
- Provide expert guidance to clients in financial decision-making processes.
- Collaborate with interdisciplinary teams to enhance analytical frameworks and processes.
- Remain well-informed about current financial markets and economic shifts to optimize client portfolios.
- 6-10 years of experience in the financial services sector or a related field.
- Exceptional analytical and critical-thinking abilities, with a discerning eye for identifying market trends.
- Advanced technical skills in financial modeling and investment strategy formulation.
- Comprehensive knowledge of economic principles, risk management, and portfolio optimization techniques.
- Strong communication and interpersonal skills to effectively connect with clients and stakeholders.
- Bachelor's degree in Finance, Economics, or a closely related discipline is mandatory.
- Chartered Financial Analyst (CFA) designation is required.
- FINRA Series 7 & 66 licenses must be secured within six months of hire.
This position presents an exceptional opportunity for career advancement, allowing you to enhance your professional skills and progress within our organization. We are committed to fostering your personal and professional development through continuous learning and challenging projects.
Company Culture And Values
We pride ourselves on our dynamic and collaborative work environment, which encourages innovative thinking and strategic problem-solving. Our culture is rooted in teamwork and open communication, fostering a space where ideas flourish and professionals can grow together.
Networking And Professional Opportunities
Joining our team offers you the chance to build a robust professional network, engage with industry leaders, and participate in valuable skill development initiatives.
Compensation And Benefits
We offer a competitive salary package commensurate with experience, along with comprehensive health, dental, and vision insurance. Additional benefits include a retirement savings plan with company matching, generous vacation time, and flexible working hours.
If you are a finance professional eager to make a significant contribution within a reputable organization, we invite you to apply and become part of our success story.
Employment Type: Full-Time
