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Job Order:
0737-001-1011

Job Type:
Permanent

Title:
Manager–Investments and Financial Planning

Location:
Orange County, CA

Description:
Summary/Responsibilities:
Assist principals in customer-specific data gathering, participating in client meetings as appropriate.
Identify/recommend suitable investment ideas/products/strategies to be employed on a customer-specific basis.
Continue to analyze/monitor developments that impact financial plan and design/maintain manufacturing process that focuses on critical data required for planners review for each individual client.
Write investment policy statements/modeling/analysis/development of workable customer-specific solutions.
Use client-centered process to construct financial condition models from scratch to analyze client information and rebalance portfolios.
Undertake various quantitative/qualitative due diligence studies on products/portfolio managers/report findings in a clear format to the planner.

Requirements:
FINRA Series 7 required/Series 63 preferred.
Bachelor’s Degree in a related field required, with preference for academic pedigree.
CFP/CFA/MBA or significant progress toward strongly preferred.
Strong writing/communication skills required.
Ability to review and evaluate investment statements/planning documents.
Strong investment/capital markets background required.
Strong technology skills (Word/Excel/PowerPoint) required.
Advanced technology skills (such as Excel Macro programming) preferred.


Category:
Asset Management // Banking // Broker Dealer

Contact:
ashley@bcius.com