What are the responsibilities and job description for the Portfolio Manager Assistant position at Jobleads-US?
**Job Summary**
We are seeking a Portfolio Manager Assistant to support our financial planners in delivering exceptional client service and meeting regulatory requirements.
**Key Responsibilities**
- Conduct financial planning analyses for clients, including retirement, investments, estate, tax, education funding, real estate, and risk management needs analysis.
- Prepare presentations, research, and supporting materials for client meetings and reviews.
- Assess clients' and prospects' evolving financial planning needs through proactive initiatives to uncover new financial planning opportunities.
**Requirements**
- Minimum 1-3 years of experience in the financial services industry, specifically in a broker/dealer or registered investment advisor environment.
- Bachelor's degree in business or finance; Certified Financial Planner designation preferred.
- Excellent understanding of finance and investment markets/securities.
**What We Offer**
- Competitive compensation package, including a discretionary bonus.
- Comprehensive health, dental, and wellness plans.
- 401(k) contributions.
**Company Overview**
Edelman Financial Engines has been committed to always acting in the best interests of our clients since 1986. We believe that all investors deserve access to personal, comprehensive financial planning and investment advice.
