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Investment Strategist/Portfolio Manager

Employer
BBJS Financial Advisors LLC
Location
Bellevue, Washington State (US)
Salary
Competitive base salary $100,000 to $130,000 plus 7% revenue sharing. Medical, vision, pension.
Closing date
Apr 1, 2024

View more

BBJS Financial Advisors, LLC, is currently seeking an Investment Strategist/Portfolio Manager. We are an independent registered investment advisory firm. We provide wealth management  and comprehensive financial planning advice. We help clients grow, preserve and transfer wealth. We mainly service high net worth individuals and trusts. 

Summary of candidate qualifications:

Required
•    Chartered Financial Analyst (CFA).
•    Investment management experience.
•    Desire to grow, learn, and achieve professionally.
•    Excellent written and spoken communication skills when interfacing with clients.
•    Collaborative team player. 

Strong Plus
•    CFP® certification. 
•    Experience as an analyst or portfolio manager.
•    Individual and small business tax compliance and planning experience.
•    Knowledge of some or all:

  •     Tax
  •     Insurance for individuals
  •     Estate planning
  •     Mortgages
  •     Retirement phase/distribution planning
  •     Trust services
  •     Legal services
  •     Compliance
  •     Cash flow management
  •     Demonstrated experience in marketing
     

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