Wealth Adviser / Portfolio Manager

As a fee-only fiduciary financial planning and investment firm, we seeks to understand the needs of each client, and deliver a superior customer experience that leaves a lasting impression. For more than five decades, we have been the award- winning firm people count on to preserve and grow their wealth. Currently, we provide service for client assets around the globe, totaling approximately $1 billion. Our team combines one- on-one personal attention with state-of- the-art technology, to deliver a comprehensive investment management experience for each one of our clients.

Summary of Position:

Responsible for all necessary functions relating to the investment of client funds for Meyer Capital Group, Incorporated.

Major Job Functions:

Portfolio Management and Client Support:

• Manages all aspects of client support, for assigned clients, including establishing and modifying portfolio strategy, client investment risk/asset allocation, and tax evaluation. Uses a variety of tools including MCG Investment Matrix, Tamarac Advisor View, Tamarac CRM, Schwab Institutional Website, other internet sources and internal communication with Investment Committee.
• Fields daily calls, for assigned clients, regarding all aspects of portfolio management as described above and, in addition, provides variety of quotes and other advice based on client requests.
• Contacts assigned clients on a regular basis to discuss all aspects of portfolio management as described above; Utilizes conversations (review of their overall allocation) to identify the potential for new investment from these existing clients.
• Maintains understanding of current and future market conditions by utilizing sources such as: Wall Street Journal, Barrons, Financial Times, Magazines, Software/Databases (Morningstar, etc.), etc.
• Meets with selected clients on regular basis to discuss modification to portfolio strategy and financial planning scenarios.
• Implements client account changes by entering trades using Schwab and/or TD Ameritrade. 

Ensure required documentation is completed for each transaction.

Prospect Meetings

• Supports marketing staff in prospect meetings on an as needed basis.
• Provides support to Marketing personnel, on an as needed basis, by providing input to proposal creations.

Position Requirements:

Experience

5+ years as a financial advisor / portfolio manager providing advice to clients' ( preferably in the RIA fee-only space); 5-10+ years of experience in the financial services industry.

Certifications

• Series 65, Additional certification preferred include CFP, CFA, CIMA.
  

Education

• Bachelor's degree in finance, economics or related discipline required, Advanced degrees (MBA, MA) preferred

Competencies

• Analytical
• Good Listener
• Customer Oriented
• Team Player
• Self-Motivated
• Results Oriented

Technical Skills

• General PC Knowledge
• Proficiency in Microsoft Office 365
• Proficiency in Internet Use
• Proficiency in Internal Systems (i.e., Tamarac CRM, Tamarac Advisor View)
• Proficiency in Schwab Systems
• Well Versed in Mutual Funds, Equities, Fixed Income, Alternatives
• Understanding of Meyer Capital Group Business/Operations Approach
• Understanding of Fee Structure/Options to Clients and Prospects
• Understanding of Current Investment Matrix Components and Due Diligence Processes