Position Summary:
Provide effective financial counseling and investment advice to corporate executives and high net worth clients.
Proactively develop client relationships and new business.
Education / Experience Requirements:
- Bachelor’s Degree, preferably in finance, financial planning, accounting, economics, or tax
- Preferred designations: MBA, CFP, CFP, or CHFC
- Prefer 2-5 years experience as a financial analyst or financial counselor in a wealth management environment
Knowledge and Skills Requirements:
- Desire to establish new relationships and build business
- Advanced knowledge of financial counseling, including financial security, investments, income taxes, estate planning, insurance, retirement options, corporate compensation and employee benefits
- Ability to maintain confidentiality
- Ability to quickly grasp changing situations and react appropriately
- Demonstrated social presence and social awareness
- Willing and able to learn and adapt to new situations and responsibilities
- Exceptional oral and written communication skills
- Demonstrated desire to reach out to people, understand their needs and maintain frequent contact
- Desire to continually learn and work hard
- Superior organizational skills, attention to detail, follow-through and accuracy
- Ability to travel about 40% of the time
Responsibilities:
- Provide financial counseling and investment management services to AMG clients that meet AMG’s standards and practices
- Maintain highly respected and confidential relationships with AMG clients
- Maintain the highest level of client satisfaction with AMG’s services
- Take initiative, provide valued advice and be proactive with clients
- Develop new business; obtain and follow up on referrals to new clients; use prospect database appropriately
- Fully understand and help market the full array of AMG’s services
- Help build AMG’s image in the community
- Understand and be able to explain AMG’s methodologies, economic scenarios and recommendations
- Contribute to effective and efficient firmwide financial counseling practices, as requested
- Maintain highly effective and respectful working relationships with AMG staff of all levels
- Manage and supervise any professional and support reporting staff in a manner designed to meet client, employee and firm needs
- Maintain up-to-date knowledge of all investment and financial counseling-related subject areas
- Effectively set and communicate priorities
- Regularly attend and participate in conference calls and staff meetings
- Demonstrate a positive attitude, self-motivation, hard work, follow-through, high-quality work, accuracy, attention to detail
- Exercise effective judgment
- Adapt to changes and new responsibilities
- Other duties as assigned
- Job applications will be accepted through July 31, 2024
Job Type: Full-time
Pay: $70,000.00 - $100,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Dependent care reimbursement
- Employee assistance program
- Flexible spending account
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Parental leave
- Professional development assistance
- Referral program
- Tuition reimbursement
- Vision insurance
Weekly schedule:
Work setting:
Education:
Experience:
- Financial analysis: 2 years (Required)
- financial wealth management: 2 years (Required)
- Microsoft Excel: 3 years (Required)
License/Certification:
Willingness to travel:
Work Location: In person