Portfolio Strategy Associate- Wealth Advisory - Madison, WI or Minneapolis, MN
$48.7k - $85kCliftonLarsonAllen
Job Title
This role provides support to the Senior Wealth Advisors in delivering comprehensive, holistic, financial services. They work collaboratively in serving clients as part of a team. They have strong knowledge in financial planning, tax, insurance, estate, investments, and retirement planning. They help manage financial plans and client relationships.
Essential Job Functions
- Design customized, outcome-oriented portfolios for CLA Wealth Advisory clients, using CLA's proprietary analytics platform
- Enhance CLA's portfolio analytics offering by developing new functionality to deliver better portfolio proposals, stress test potential risks and create a robust output template
- Commercialize CLA's Total Return Portfolio and asset allocation narrative with advisors and key stakeholders through webinars, blog posts and client presentations
- Assist other areas of the Investment Team which may include Trading and Due Diligence
Requirements
Experience 2 years of experience in Investments/ Solutions / Product / Risk Management/ Research/ Quant roles within investment management, investment consulting required. EducationCertifications / Licenses Progress towards CFA designation and/or CAIA designation, Series 7/65
Our Perks
- Flexible PTO (designed to offer flexible time away for you!)
- Up to 12 weeks paid parental leave
- Paid Volunteer Time Off
- Mental health coverage
- Quarterly Wellness stipend
- Fertility benefits
Our approach to compensation emphasizes collaboration and career growth. We pay competitive wages and view compensation as an investment in our people. Factors such as geography, experience, education, skills, and knowledge may impact position of pay within the range.
The compensation range for this position in Minneapolis is: $48,700 $85,000.
CliftonLarsonAllenVacancy posted 1 day ago
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