Investment Adviser representative

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.

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