6 months ago Be among the first 25 applicants
About Us:
GROW Wealth Partners is a leading financial services firm dedicated to delivering tailored investment solutions and superior client experiences. We specialize in financial planning, wealth management and retirement distribution and pride ourselves on fostering a collaborative and innovative culture.
About Us:
GROW Wealth Partners is a leading financial services firm dedicated to delivering tailored investment solutions and superior client experiences. We specialize in financial planning, wealth management and retirement distribution and pride ourselves on fostering a collaborative and innovative culture.
GROW Wealth Partners is partnered with Northwestern Mutual as it is a leading financial services company that provides financial planning services, life insurance, disability insurance, and long-term care insurance. Established in 1857, it is known for its mutual company structure, prioritizing policyholders over shareholders. With a strong emphasis on personalized financial strategies, the company combines expert advisors with digital tools to help clients achieve financial security and long-term growth.
GROW Wealth Partners also partners with Northwestern Mutual’s Private Client Group (PCG). PCG represents an elite community for advisors and firms that have the experience, expertise and tools to tailor advisory strategies and deliver best-in-class outcomes for clients.
Please learn more about us at www.rgafpg.com.
Role Overview:
We are seeking a highly skilled and motivated Chartered Financial Analyst (CFA) to join our team. The successful candidate will play a pivotal role in managing investment portfolios, conducting in-depth market research, and strengthening client relationships. This position requires a combination of analytical expertise, market insight, and interpersonal skills.
Key Responsibilities:
* Portfolio Management
* Oversee and optimize client portfolios to achieve stated investment objectives
* Perform asset allocation, rebalancing, and performance monitoring
* Develop investment strategies based on client goals, risk tolerance, and market conditions
* Investment Research
* Conduct comprehensive research on securities, industries, and market trends
* Analyze financial statements, economic data, and market indicators to identify investment opportunities
* Prepare detailed research reports and presentations for internal and client use
* Client Relations
* Serve as a point of contact for firm clientele, ensuring excellent service delivery
* Communicate investment strategies, market updates, and portfolio performance effectively to clients
* Collaborate with clients to identify and address their evolving financial needs and goals
Qualifications:
* CFA designation desired or at minimum through CFA Level I
* Bachelor’s Degree in Finance, Economics, Business, or a related field (MBA preferred)
* 5+ years of experience in portfolio management, investment research, or a related role
* Strong understanding of financial markets, investment products, and asset classes
* Proficient in financial modeling, analytical tools, and portfolio management software
* Exceptional communication and interpersonal skills
* Demonstrated ability to build and maintain client relationships
* Must be able to pass a basic background screening for the securities industry
Preferred Certification Requirements, but required post-employment:
* Securities Industry Essentials (SIE) certification required
* Series 7 and Series 63 or 66 certifications required
* Life, Accident, and Health Insurance certification
Why Join Us?
* Opportunity to work with a dynamic and experienced team of professionals
* Competitive salary and performance-based bonuses
* Comprehensive benefits package, including health insurance and retirement plans
* Commitment to professional development and growth opportunities
* Hybrid remote policy
Application Process:
Interested candidates are invited to submit their resume and a cover letter detailing their qualifications and career achievements. Applications will be reviewed on a rolling basis.
GROW Wealth Partners is an equal-opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
Powered by JazzHR
K55Yn6ltqX
Seniority level
* Seniority level
Mid-Senior level
Employment type
* Employment type
Full-time
Job function
* Job function
Finance and Sales
* Industries
Internet Publishing
Referrals increase your chances of interviewing at GROW Wealth Partners by 2x
Get notified about new Associate Financial Advisor jobs in Phoenix, NY.
East Syracuse, NY $63,000.00-$78,000.00 2 weeks ago
Greater Syracuse-Auburn Area $21.00-$30.00 2 weeks ago
J.P. Morgan Wealth Management - Private Wealth Associate - Fayetteville, NY
Greater Syracuse-Auburn Area $78,900.00-$98,600.00 20 hours ago
College Financial Representative, Internship Program
Associate, Client Service and Financial Planning
College Financial Representative, Internship Program
Syracuse, NY $500.00-$1,000.00 3 weeks ago
DeWitt, NY $66,000.00-$108,804.00 1 week ago
College Financial Representative, Internship Program
Syracuse, NY $500.00-$1,000.00 3 weeks ago
DeWitt, NY $66,000.00-$108,804.00 4 weeks ago
Financial Planning Director - Nottingham Investment Services, Inc.
Syracuse, NY $92,000.00-$160,592.00 1 month ago
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr