What are the responsibilities and job description for the Investment Analyst/ Associate - Wealth Management (New Grads Welcome!) position at LHH?
LHH is working with a prominent national wealth management firm on an investment analyst/associate search. The company's goal is to transform retirement savings and financial well-being around the world. You will grow your knowledge of the business by supporting a team of Advisors, ultimately advancing into an Investment Advisor position yourself, and managing your own portfolio of clients. The company consistently provides very competitive salaries, benefits, and an employee-centric culture.
Job Responsibilities:
- Coordinate preparation of all financial plans for new and existing clients
- Keep current with financial planning issues and subsequent effects on clients
- Build investment planning recommendation presentations
- Stay current with new investment products and market trends
- Support business development and the attraction of new clients to the Firm
Minimum Qualifications:
- 0-2 years of experience in the Financial Services industry
- Bachelor’s degree in related business field such as Finance, Marketing, or Economics
- Preferably licensed with one or a combination of: Series 7, 63, 65, 66
- Committed to obtaining the Series 65 within four months of joining, if not already licensed
- Committed to working toward a CFP® after joining, if not already certified
Salary : $65,000 - $100,000
