Position Summary
Applicants seeking remote employment will not be considered.
This position supports our traditional investments department and helps our group of financial advisors in their investment philosophy and practice management.
Location: Kirkwood, Missouri 63122
Employment Duration: Full-time
Expected Schedule: Monday-Friday, 8:30am – 5:00pm, including lunch break
Benefits:
· 401(k)
· Flexible PTO
· Health, Dental, Vision Insurance
· Holidays
· Educational Resources
Salary: $45,000 - $65,000
What’s in it for you?
· Key role with a growing company.
· Opportunity to help improve and implement new practices and processes.
· Support a mission-driven organization.
What will you do?
· New Account Onboarding (20%)
· Initial and routine client portfolio management (20%)
o Trade Requests
o Rebalancing
o Model Assignment
· Account Auditing and Maintenance (20%)
· 3rd Party Relationship Manager (10%)
o Working with external technology providers to manage account integrations
· Systems management and support (10%)
· Investment policy committee meetings (10%)
o Investment research and recommendations
o Compliance oversight
· Other supporting functions (10%)
How will you succeed?
· Action Orientation – taking initiative to achieve desired results rather than passively waiting for direction.
· Applied Learning Ability – understanding new information and complex ideas quickly and without confusion.
· Creative Problem-Solving – looking for solutions to achieve desired results
· Communication Skills – strong written, verbal, and interpersonal communication skills
Skills and Certifications
· Finance background (Business, Finance, Accounting, Economics, or related fields)
· Knowledge of the securities industry’s rules and regulations
· 1-3 years of prior experience in portfolio management
· Proficiency in Excel and Microsoft Office Suite products
· Experience with Orion Advisory Services is strongly preferred
· Series 7, SIE, and 66 licenses (preferred)
Job Type: Full-time
Pay: $45,000.00 - $65,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Health savings account
- Paid parental leave
- Paid time off
- Parental leave
- Vision insurance
Schedule:
- 8 hour shift
- Day shift
- Monday to Friday
- No nights
- No weekends
Experience:
- Orion Advisory Services: 2 years (Required)
License/Certification:
- Securities Industry Essentials (Preferred)
- Series 7 (Preferred)
- Series 66 (Preferred)
Ability to Commute:
- St. Louis, MO 63122 (Required)
Ability to Relocate:
- St. Louis, MO 63122: Relocate before starting work (Required)
Work Location: In person