Wealth Management Trader and Investment Professional

Our established and fast-growing financial services company is looking for the right person to join our talented team.  Are you looking for the benefits of a large company, but want to work in a close-knit smaller organization? Do you want become part of a firm that changes the lives of their clients every day? This is the place! 

You: motivated, detail-driven, looking to grow and create a career path with great upside opportunity.

Us: High energy in an upbeat culture, a strong focus on education, mentoring, and excellence. A culture that really works!

Responsibilities:

• Create investment proposals based on our investment philosophy.

• Analyze client’s holdings to provide investment gap reports

• Rebalancing and trading client accounts

• Design investment proposals using our tax advantaged approach

• Coordinating the onboarding of new investment accounts and transfers

• Coordinating all the aspects of the client’s investment accounts

• Preparing documents for client meetings including pre-filling paperwork

• Prepping financial advisors on investment components for client meetings

• Communicating with the Client Service Managers (CSMs) on investment components of the clients they manage

• Billing accounts

• Managing performance reports

What we are looking for:

• Team player who can help effectively manage projects concurrently

• Great communication skills

• Experience with Microsoft Office (Word, Excel, and PowerPoint)

• Experience with Customer Relationship Management (CRM) databases

• On-the-fly problem solving

• A passion for education, excellence and ethics

• Knowledge of personal finance and financial planning

• Attention to detail

• 4 Year College degree, with a B average or better

• Experience in Financial Services or business / finance degree a plus

• Securities and insurance licenses required

Our Benefits Package

• A comprehensive health insurance plan

• PTO of 3 weeks per year

• A retirement plan

• Complimentary financial plan

• Paid Continuing Education and Licensing

• Bonuses throughout the year based on performance and team spirit

• A huge opportunity for growth  

Please send alyssa@mdfinancialadvisors.com:

• A resume 


• A brief write-up stating why you would be a good candidate and what you have to offer the firm


Please include the words “Responding to Alyssa” in the subject line.