Wealth Management & Planning - Manager

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Job description

Position Title - Financial Planning Manager

myCIO Wealth Partners LLC is a Comprehensive, Independent and Objective Wealth Management firm that provides investment and tax services to high net worth individuals, families and institutions managing over $9.91 billion dollars of client overall assets.

myCIO Wealth Partners is one of the largest Independent Wealth Management firms in the country and is a leader in objective financial planning and investment advisory advice.

Key Areas of Responsibilities:

· Manage team members in compiling monthly & quarterly reports on portfolio performance

· Manage and/or assist in updating client asset allocations

· Perform due diligence on investment mutual funds, ETF's, separate account managers, and hedge funds

· Provide quantitative & qualitative analysis of client investments

· Manage the preparation of materials for client meetings

· Manage or assist in compiling quarterly tax projections

· Review client estate plans and assist in developing wealth transfer strategies for clients

Qualifications:

• Bachelor's degree in Finance, Accounting, Economics or Mathematics

• At least three (3 years) prior work experience in financial planning or a related field

• Goal would be to work towards a CFP, CFA, or CPA designation

• Strong interest in investment advisory and general financial planning services

• Excellent computer skills, including Excel, Word, Power Point and Outlook

• Candidates should be highly driven and self-motivated

myCIO rewards its team members' hard efforts with attractive salaries and top tier performance bonus and profit sharing plans.