Additional responsibilities will ultimately include:
Possible input in portfolio design, construction and development
Participation in client-facing meetings
Growth tracks include:
We are looking for an individual with the following traits:
Experience w/ NFS, Envestnet, Wealthscape
Experience w/ model-based trading
Experienced in Salesforce
CIMA or similar designation ideal
Enjoys being a part of a team
Comfortable with complex software, spreadsheets, numbers
Able to prioritize (multi-task)
Comfortable with strict deadlines and varying workload
Understands the value their process driven work adds to the team and to client's perception of service experience
Significant potential for increased responsibility and growth.
This is a challenging role perfect for those experienced in and passionate about portfolio trading, management, analysis and client service.
This individual is comfortable working in an organized, process driven environment that is focused on accountability. This individual must find fulfillment in completing a variety of tasks throughout the day that require focus and attention to detail. This individual must be able to juggle shifting priorities throughout the day and week while meeting strict deadlines.
This individual is ambitious and looking to grow as a member of the team for many years to come. As the role is mastered there is an opportunity for substantial income growth and other flexibility.
Salary: $55,000 plus performance bonus (Up to 20% total bonus potential)
$65,000 plus performance with the following:
NFS, Envestnet, Wealthscape - model trading specific
Experience in Salesforce
Additional designation or credential related to trading/planning
Access to Benefits:
Barnum Financial Group was named MetLife's #1 Firm in the country in 2004, 2005, 2006, 2007, 2008, 2012, 2013 and 2015.
Barnum Financial Group is one of the largest planning firms in the Northeast and is focused on financial planning and wealth management for individuals and companies.