Manager Stocks and earn profit and keep certain percent in the profits.
Objectives of this role
Use metrics and data visualization effectively to report portfolio performance and support decision-making at the team or organizational level
Be an integral member of the advisory team, providing financial planning and investment advisory services to an individual client base of all ages and stages of wealth
Deliver sound investment advice and strategies based on market performance
Develop and implement project management methodologies and best practices to build on the team's skills and abilities
Contribute to the establishment of common practices, tools, and templates for portfolio and project management, and ensure adherence to company and legal standards
Responsibilities
Manage day-to-day portfolio activities and establish working plan for each project phase
Analyze and appraise sales methods, costs, and results
Facilitate project reviews and checkpoint meetings
Analyze key performance indicators to produce reports on portfolio and projects
Escalate issues that threaten portfolio and project success
Required skills and qualifications
Four or more years of experience in financial planning and investment
Certification in good standing, such as CFA, CFP, or CAIA
Knowledge of securities, insurance, and mutual fund industries
Personal integrity and an ability to maintain confidentiality of company and client information
Proficiency with financial planning software
Preferred skills and qualifications
Bachelor's degree (or equivalent) in finance or related field
Successful completion of examination such as Series 66
