Investment Advisor

Location
Kensington, New Hampshire (US)
Salary
Competitive salary and opportunity for equity ownership
Posted
Mar 12, 2018
Closes
Apr 11, 2018
Employment Type
Full Time
Education
Bachelors

The Investment Advisor will proactively engage clients and deeply consider their needs and objectives, while working collaboratively with other team members to design the firm’s investment strategy. The Advisor will construct portfolios that honor each client’s personal circumstances in conjunction with the firm’s investment philosophy and policy. He or she will clearly communicate the portfolio’s rationale and results to each client, bringing valuable feedback to the team. This position offers a competitive salary, as well as the opportunity for equity ownership in KPF Global.

Qualified candidates will demonstrate the following skills and traits:
• Degree in economics or finance required; additional industry accreditation preferred (i.e. CFA, CFP, CPA)
• 5-7 years of investment advisory, asset allocation, or portfolio management experience
• Passion for top-down investment research and/or financial planning
• Ability and sincere desire to cultivate client relationships and deeply understand their financial circumstances
• Interest in working closely with a small, collaborative team
• Exceptional analytical and communication skills
• Advanced Microsoft Excel skills

Please review your skills candidly and, if you believe you are suitable, send a cover letter and resume to Jeff Egizi (jeff@kpfglobal.com)