Juniper Private Wealth is a private wealth advisory practice of Ameriprise Financial Services, Inc. Our professionals work with clients to organize their financial outline in order to have a confident retirement. Juniper Private Wealth offers a competitive benefit plan that includes medical, dental, vision, LTD, STD, and Life and a great compensation structure.
Summary:
This position will work directly with advisors and other support team members to ensure complete understanding of the firm’s investment philosophy and investment strategies. This position communicates with advisors and management to ensure proper monitoring of client portfolios, asset allocations, performance reporting and cash flow needs. The team member will work directly with advisors to ensure that proper allocations are maintained, and all portfolio maintenance is completed properly. This will include assigning models, rebalancing, performance reporting, research, and special projects.
Key Responsibilities
Provide ongoing investment support to our team's advisors
Invest new accounts per investment parameters and risk profiles, including ad-hoc trades
Contribute to general risk management, process improvement, knowledge development and cross-training efforts
Facilitate, articulate, and communicate the firm's investment philosophy, outlook, and rationale for asset allocation
Conduct regular portfolio analysis by reviewing the Client & Account Monitoring Hub and rebalance accordingly with permission from the Lead Advisor
Run weekly cash balance report and proactively work with advisor on any that are a firm risk
Monitor and track daily trade tasks for accuracy and completion
If necessary, monitor and track any trade corrections or adjustments for accuracy and completion
Assist in the creation of client reporting materials.
May be asked to assist in review of investment models and strategies
Complete and track necessary documentation to satisfy home office requirements (MAAR)
Review asset allocation summary report.
Report monitors days outside 10% tolerance for SPS Advantage and Advisor accounts.
Ensure all < 180 days.
Qualifications/Skills:
Must have high level of interpersonal skills to handle sensitive and confidential situations
This position requires demonstrated poise, tact, patience, and diplomacy
Work requires attention to detail in such things as composing, typing, and proofing materials, establishing priorities and meeting deadlines
Must be able to work in a fast-paced, team-based environment with demonstrated ability to juggle multiple competing tasks and demands
Education, Experience, and Licensing:
Bachelor’s Degree
1 year to obtain full licensing: Series 7, Series 66 (or 63 and 65), and Georgia Life and Health Insurance license
Continuing education – Lifelong learning is expected.
Physical Demands:
This position requires the ability to handle significant levels of varied stresses, in particular mental stresses and fatigues. This position operates in a fast paced, highly regulated and ever-changing environment. There are no significant physical demands other than the endurance required to deal with the fast pace and stresses.
Work Environment:
The work environment is typical office work such as you would find in a bank, insurance business, accounting firm, law firm or other professional office. There are no unusual or significant hazards and reasonable accommodations can usually be made.
At Ameriprise Financial, we’re not just in the business of helping clients with their financial goals – we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you’re motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.
This position is with an Ameriprise Financial Franchise owner.
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.
Full-Time/Part-Time
Full time