MRA Recruiting Services
Location
Bloomington, MN | United States
Job description
CAISSA Wealth Strategies
Bloomington, MN
Sr. Investment Advisor
Position is on-site. Local candidates only.
CAISSA Senior Investment Advisor - strong preference on RIA experience
CAISSA Wealth Strategies serves affluent clients in their wealth management needs. We focus on financial planning, starting with the tax return, which drives our detailed investment management strategies. Our best client is the one who allows us to get into every detail of their financial future, integrate that detail and plan multiple steps ahead. Our Torpedo Proofing and Tranches of Income processes set CAISSA apart from other advisors, providing our clients the structure to make it through retirement in any market environment (check them out on our website!). Clients hire CAISSA to remove their financial anxieties by taking on the role of their personal CFO.
Our firm is growing, and we are looking to welcome a Senior Investment Advisor to our team. As a Senior Investment Advisor, you would be working closely with the Director of Investments to manage investment portfolios and serve as the lead on many client relationships. The Senior Investment Advisor would meaningfully assist with asset allocation, portfolio construction, and manager due diligence.
RESPONSIBILITIES
The Senior Investment Advisor will work closely with the Chief Investment Officer and Director of Investments to manage and support investment portfolios and client relationships. Key responsibilities will include three primary functions:
Client Meetings and Household Review
Investment Committee & Trading
Back-office and Operations Coordination
SKILLSETS:
The Senior Investment Advisor has the following knowledge and skill sets:
Education
CAISSA team members have these fundamental characteristics:
· Independent Thinking: You are a team player that can think independently, bringing your critical thinking/analysis back to the team. You enjoy high level director but don’t need to be instructed every step of the way.
· Relationships: You thrive on developing relationships and creating good outcomes. You can communicate confidently but empathetically to deepen relationships with colleagues as well as clients.
· Appreciation : You love to connect with your co-workers and have a laugh with them while getting the work accomplished at the same time. Knowing when to pause for some personal connection yet put your nose to the grindstone in a strength of yours. You thrive on appreciation but do not need it constantly to succeed. Confidence is a strength that allows you to absorb direct feedback and direction, turning it into something constructive.
· Utility Player: You enjoy learning, change, growth, and opportunity. You thrive in a smaller environment where you can make a strong stamp on the future and be part of building it. The corporate world is likely to be regimented for you and you like to be part of the decision making. Often you may wear multiple hats to drive the cause forward even if it is not a primary function of your role.
· Greater Good : You understand the vision of CAISSA and want to do anything to project that forward. The clients need us to look out for their best interest. ALWAYS. This may mean working on a client for a few more hours, spending time connecting with them on issues and always going beyond their expectations so that we are providing an unmatched level of service.
We Make it Easy
Founded in 1901, MRA is a nonprofit employer association that serves more than 4,000 employers, covering more than one million employees.
As one of the largest employer associations in the nation, MRA helps its member organizations thrive by offering the most comprehensive assortment of HR services, information, education, and resources to help build successful workplaces and a powerful workforce.
We partner with these companies working directly with their HR department and leadership to hire their talent. We are a direct line to the company, not an agency recruiter.
Job tags
Salary
