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Director of Investment Management (Series 7 required)

hiring now

Beauchamp Maleki Group

2021-12-03 12:32:09

Job location Milwaukee, Wisconsin, United States

Job type: fulltime

Job industry: Banking & Financial Services

Job description

Beauchamp Maleki Group - Northwestern Mutual - Milwaukee, WI -

Seeking individual to join a successful team of seven and assist in growing their investment practice. Great growth potential for the right person. We highly emphasize new learning and promote personal advancement. As this position is based on growth, the roles and responsibilities, like all members of our team, will continue to change and grow in an ever changing environment.

Must have:
-Series 7
-BS/BA degree or have equivalent years of relevant work experience in Financial Services Industry
-Knowledge of life, disability, long term care insurance, investments and financial services
-Life and health license(s) or willing to obtain license(s)
-Strong technical skills including working knowledge of Excel, Morningstar software for research, CRM client data management, Envestnet, Netx360

Job Responsibilities:
-Assist in collecting data
-Input data in proprietary software
-Create proposals for clients and prospects
-Analyze various recommendations
-Analyze portfolios
-Trading
-Security research
-Portfolio tax management

Characteristics:
-Goes above and beyond when needed
-Takes initiative
-Focused
-Detail-oriented
-Impeccable follow-through
-Organized

Work hours are typically 8:00 am -5:00pm CST (M-F). Salary will commensurate with experience and marketplace.

Resumes should be submitted either through the indeed.com link OR via fax to

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