Wealth Manager for Boutique RIA Firm

New Orleans, Louisiana
up to $100,000 with substantial bonus opportunity and fast track towards equity partnership
Oct 09, 2019
Nov 08, 2019
Job Function
Wealth Management
Industry Sector
Asset Management
Employment Type
Full Time

The wealth manager’s job responsibilities include but are not limited to:

  • Developing and acquiring new business/clients;
  • Cultivating new and existing referral sources;
  • Reviewing and staying current with relevant investment and trade news that impacts stocks held by firm;
  • Continually researching to identify and analyze new investment opportunities for firm’s clients;
  • Preparing planning packages for new clients;
  • Carrying out necessary client trading;
  • Staying informed daily on pertinent economic, market, political trends;
  • Writing firm’s quarterly newsletter (700 words max);
  • Cross-training on the operations of the firm’s portfolio management software; and
  • Handling in timely fashion all client service requests/needs.