A to Z Financial Planning LLC is a fee-only financial planning and investment management firm. We are a boutique RIA firm located in Oak Creek, Wisconsin that provides services at the fiduciary level. The Portfolio Manager works closely with the Financial Advisers to create customized portfolios for our clients. This position reports directly to the President.
Responsibilities and Qualifications:
Responsible for trades in all client accounts.
Monitor client portfolios and make recommendations for changes based on economic and financial conditions as well as the client’s needs and objectives.
Responsible for portfolio rebalancing and creating cash in accounts for withdrawals and management fees.
Prepare analysis of client and prospect portfolios.
Prepare economic reports for quarterly newsletters.
Analyze investments including but not limited to mutual funds, ETFs, stocks, bonds, REITS, and commodities.
Stay current and informed on investment and market trends.
Maintain confidentiality of financial information, investment decisions and client information.
Strong understanding of compliance and regulatory rules.
Trustworthy professional who is collaborative and team oriented.
Self-starter with the ability to plan, organize and prioritize within a small company.
Detail oriented, analytical, with a high level of accuracy.
Ability to communicate complex information in a clear and simple manner.
Strong verbal and written communication skills.
Aspirations for long-term career path.
Series 65 or equivalent required.
CFP designation or desire to obtain preferred.
3 - 4 years prior financial experience.
Experience with CRM programs and financial software used in asset management, risk assessment, and analysis of financial data and portfolios.
Proficient in Microsoft Office applications including Outlook, Excel, Word and Adobe PDF.
Compensation commensurate with experience, education, and ability.
Submit your resume and a cover letter summarizing your experience and why your background would be a good fit for this position to Elizabeth@a2zplanning.com. Please include salary requirements.
About A to Z Financial Planning LLC
A to Z Financial Planning LLC is a fee-only financial planning and investment management firm. We are a boutique RIA firm located in Oak Creek, Wisconsin that provides services at the fiduciary level.