Join Lisa Thompson Family Wealth in Belleville as an Experienced Investment Associate. This role is focused on supporting high-net-worth clients through effective portfolio management and trade oversight.
You'll play an essential part in a successful wealth management practice, executing trades, managing rebalancing processes, and ensuring compliance with investment strategies. Ideal candidates will possess strong analytical skills, diligence, and a proactive approach. Your contributions will significantly impact client satisfaction and portfolio performance.
Key Responsibilities:
• Oversee trade execution for client portfolios
• Monitor performance and adjust strategies accordingly
• Ensure compliance with risk guidelines
• Support clients with educational investment resources
• Conduct in-depth research for informed decision-making
Requirements:
• IR/RR license in good standing required
• Minimum of 2 years experience in the industry
• Highly organize...