Wealth Management Associate

Bloomington, Minnesota
$50,000 + depending upon experience
09 Nov 2021
09 Dec 2021
Employment Type
Full Time

WE ARE HIRING!  And Smith Hawley Huberty Group needs your help!  We are looking for highly qualified candidates to fill our Wealth Management Associate (WMA) role.  The right candidate works closely with our investment team providing administrative and operational guidance, ensuring service excellence for our clients.  Primary responsibilities include:  analyzing securities and investment products, performance reporting, monitoring client portfolios, monitoring economic and capital market metrics, investment research and managing outside investment managers, and client communications.  Our team works with approximately 100 families and manages over $1 Billion in assets.  We manage investments in a highly customized manner with an emphasis on individual securities to control fees and tax exposure.  A Level I or Level II CFA Candidate is preferred but not required.  Please see link below for additional requirements.  If interested, please PM me, or apply at the link below.  All conversations welcomed and confidential!

Link:  https://ms.taleo.net/careersection/6/jobdetail.ftl?job=3192141

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