Get It Recruit - Executive
Location
Fort Collins, CO | United States
Job description
Are you seeking a fulfilling and challenging career opportunity? We are currently in search of a dedicated and experienced professional to join our dynamic team.
You'll be an integral part of our mission to assist high-net-worth clients in reaching their financial aspirations. Collaborating closely with our Wealth Management team, you will craft comprehensive solutions that go above and beyond our clients' expectations.
If you are passionate about delivering exceptional service and are eager for a rewarding career journey, we invite you to apply for this exciting position today.
Responsibilities:
Collaborate with the team to set individual annual sales goals, aligned with office targets.
Act as the primary point of contact for investment management clients, fostering strong relationships.
Drive the growth and enhancement of the Profit Center's investment portfolio.
Identify and pursue new client opportunities, preparing tailored investment management proposals.
Offer holistic financial advice, encompassing the full range of the bank's products and services.
Design asset allocation strategies tailored to individual client needs.
Develop and update investment policy statements, ensuring portfolio adherence.
Conduct quarterly client meetings to review investment performance and discuss market conditions.
Maintain regular communication with clients, explaining investment results and ensuring tax efficiency.
Stay up-to-date with relevant laws, regulations, and company policies, ensuring compliance.
Embrace and uphold the core values of our organization.
Perform other duties as assigned.
Requirements:
Proficiency in Microsoft Office Suite, with advanced Excel skills.
Experience with Financial Planning software.
Strong written and verbal communication skills.
Ability to effectively present information to diverse audiences.
Excellent mathematical and analytical abilities.
Demonstrated leadership qualities.
Outstanding interpersonal skills.
Education & Experience:
Bachelor's Degree in Business, Finance, or related field (required).
Master's Degree, MBA (preferred).
5-7 years of related investment management experience (required).
3-5 years of business development experience within the local market area (required).
Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) certification (required upon hire).
What We Offer:
At our company, we foster a culture of innovation, teamwork, and continuous learning. We are dedicated to providing our employees with the support they need to thrive, including:
Competitive compensation package, with a pay range of $92,700 - $130,500/year.
Strong bonus potential.
Comprehensive benefits program, including 401(k) with match, paid time-off, and health & wellness benefits.
Access to professional development programs and sponsorship for obtaining certifications.
Flex spending accounts and health savings accounts.
Paid parking/transportation benefits.
A commitment to diversity, inclusion, and creating a safe environment for all employees.
Interested in Joining Us?
We are proud to be an Equal Opportunity Employer and are dedicated to building a diverse and inclusive workforce. We encourage individuals from all backgrounds and perspectives to apply.
Employment Type: Full-Time
Salary: $ 92,000.00 130,000.00 Per Year
Job tags
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