Investment advisor h1.location_city
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Investment advisor • usa
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Providence, Rhode Island office.This team member will contribute to advising new and existing client relationships.The successful candidate will demonstrate a passion for working with clients to pr...[show_more][last_updated.last_updated_30]
We are seeking driven and client-focused individuals to join our team as.In this role, you will have the opportunity to build a financial services practice through personalized coaching and real-wo...[show_more][last_updated.last_updated_30]
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Masterworks is a fintech platform that allows anyone to invest in SEC-qualified shares of multi-million dollar paintings by names like Banksy, Basquiat, and Picasso.We have built a portfolio of ove...[show_more][last_updated.last_updated_30]
SWBC is seeking a talented individual to provide superior ongoing service for the retention of current clients and utilize skills to develop opportunities for new client relationships to build a ro...[show_more][last_updated.last_updated_30]
Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own.We have a flexible work environment, and fluid career...[show_more][last_updated.last_updated_variable_days]
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And a business partner who gives you the freedom to have both.You've spent a good portion of your career building the practice you envisioned.And for whatever reason, you now see a need for change....[show_more][last_updated.last_updated_30]
The Quintessential Experience -.Benefits: 401(k), 401(k) matching, Dental insurance, Disability insurance, Employee assistance program, Flexible schedule, Health insurance, Life insurance, Professi...[show_more][last_updated.last_updated_30]
At Capital Investment Advisors (CIA), we strive to help clients reach their goals by focusing on our specialty:.We are a fee-only financial advisory and portfolio management firm headquartered in A...[show_more][last_updated.last_updated_30]
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Investment Advisor
FL Putnam Investment ManagementProvidence, RI, USA[job_card.30_days_ago]
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[job_card.job_description]
We are seeking an Investment Advisor (IA) to join our Providence, Rhode Island office.
This team member will contribute to advising new and existing client relationships. The successful candidate will demonstrate a passion for working with clients to provide investment guidance, asset allocation, portfolio construction, and communication of investment results. The Investment Advisor will be responsible for managing client relationships as part of a team approach consisting of a Client Advisor and a Client Account Administrator.
Investment Advisor Duties:
- Meets with clients on a regular basis, reviews accounts, investment strategy, and proactively manages client portfolios to meet goals and objectives in addition to responding to clients' questions and concerns
- Develops & maintains role as trusted advisor for clients with specified investment objectives & policies
- Invests accordingly to asset allocation committee recommendations where appropriate for clients
- Actively participates in the asset allocation committee and stays abreast of global macro-economic environment
- Promotes F.L.Putnam brand in the market and generates new business opportunities and expands existing business relationships
- Networks & Represents firm in educational or promotional presentations
Qualifications:
- CFA professional designation and bachelor's degree required
- 7+ years of equivalent experience as an investment advisor
- Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
- Highly versed with all facets of asset allocation, investment strategies and client relationship management experience
- Experience with Salesforce and Orion a plus
- Experience developing new business through referrals and marketing
- Ability to work collaboratively with others as part of a team
- Strong community presence with an established network in the Providence, RI market
- Demonstrates strong organizational skills and a disciplined and organized approach throughout their business
F.L.Putnam is an equal opportunity employer. We are committed to promoting an inclusive environment in service to one another and our clients. We do all of this with kindness, empathy, and respect for one another.