Asset Management Associate
Financial Integrators is a comprehensive wealth management firm that simplifies complex financial landscapes for individuals, families, and business owners. They are seeking an Asset Management Associate to manage trading and portfolio execution, support the Investment Committee, and maintain data integrity to ensure high-quality service for clients.
Responsibilities
- Trade financial securities and rebalance client accounts
- Monitor account deposits and transfers to ensure capital is working efficiently for our clients
- Screen and trade fixed income products
- Raise funds for distributions and contributions while managing the liquidity needs of diverse portfolios
- Connect with advisors and clients to obtain trade approvals (with appropriate licensure) to provide excellent customer service and clarity
- Follow Investment Committee guidance
- Recommend and monitor investment options specifically for retirement plans
- Generate high-quality proposals and "what-if" hypotheticals to help clients visualize their financial future
- Update and generate meeting and trading files and reports
- Leverage databases to maintain and retrieve accurate account information
- Maintain consistent, high-quality documentation and controls across all operational workflows and systems
Skills
- Bachelor's degree (or equivalent certification/experience) in Finance, Economics, or a related field
- 0+ years in the financial industry; we value a solid understanding of investments and financial planning strategies
- Strong financial and analytical skills with the ability to work efficiently and accurately
- Exceptional attention to detail; you are someone who catches the small things before they become big things
- You are a self-starter, a problem solver, and a team player with excellent communication and relationship-building skills
- Ability to sit or stand for extended periods in an office environment
- Work on a computer for long durations
- Occasionally lift up to 15 pounds
Benefits
- Comprehensive medical, dental, and vision options
- Company-paid disability and life insurance
- PTO
- Paid holidays
- Volunteer time off
- Paid parental leave
- 401(k) plan
- Robust Employee Assistance Program for professional support
Company Overview