Investment Adviser representative
- Employer
- Woodard & Company Asset Management Group, Inc.
- Location
- Advance, North Carolina
- Salary
- Salary, health insurance, retirement plan when qualify
- Closing date
- May 17, 2021
View more
- Job Function
- Economics, Equities Research: Buy Side, Equities Research: Sell Side, Investment Advisor/Consultant, Marketing and Public Relations, Operations, Performance Analysis, Portfolio Management: Alternatives, Portfolio Management: Equities, Portfolio Management: Fixed Income, Portfolio Management: Multi-Asset, Relationship Management, Other
- Industry Sector
- Private Wealth Management Firm
- Certifications
- CFA Charterholder
- Employment Type
- Full Time
- Education
- Bachelors
Job Details
Woodard & Company Asset Management Group, Inc. (WCAMG) manages assets approaching $1 billion. WCAMG embraces a team approach to client service and portfolio management, The individual would be a member of the investment committee, bringing research, ideas, and analysis to the management of our client portfolios. The individuals assigned tasks would compliment and enhance the effort of the team regarding security analysis, economic analysis, client service, trading, and other functions. The individual would utilize Wealth Scape and Tamarac, both our software and our custodians trading and client software. Marketing and Social media skills would be an important component. SEC compliance. 401(k) design and implementation, including employee education. Other.
Company
Woodard & Company Asset Management Group, Inc. is a Registered Investment Advisory firm established in Winston-Salem, NC in 1985. Presently we are approaching nearly $1 billion in assets under management. Our corporate philosophy is to provide discretionary asset management using traditional investment mediums for individuals and institutions that emphasize sound fundamental values and principles. We do not perform financial, tax or estate planning for our clients, we invest and manage portfolios. We work closely with clients to establish investment objectives and determine portfolio policies that best fit their objectives. The focus of our organization is the management of our clients' investment portfolios.
- Website
- http://www.wcamg.com/
- Telephone
- 13369987000
- Location
-
117 Kinderton Blvd
Bermuda Run
NC
27006
US
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