We are seeking an individual who is motivated to earn ”equity ownership” in our firm through hard work and dedication. This candidate will work with our Wealth Management Team in various duties including investment research and utilizing portfolio management programs. One of the initial tasks will be to develop and implement model portfolios for our clients. A keen interest in investment research is required.
You will become the primary investment management associate.
You will work with the principal to create investment strategies for our clients. You will become the primary associate responsible for investment strategy implementation.
Systematizing the various action items of a client’s investment plan and assigning tasks to other team members. You will be responsible for the completion of these tasks.
Interface with clients.
Provide a high quality, high touch service to Wealth Management clients.
Over time, you would become the primary relationship manager for some of our clients.
Bachelor’s Degree in Finance or related field, MBA a plus.
Investment professional designation is required, or willingness to complete within a reasonable timeframe CFP, CHFC, CIMA.
3 - 5 years of experience is preferred in investment analysis or related field
A thorough understanding of investment products such as ETFs, mutual funds, stocks, individual bonds, options, structured products, and annuities.
Experience with developing investment models preferably with a RIA/Wealth Management firm and for high net worth clients.
Series 65 is required and other securities license will be given consideration
Committed to providing superior client service.
Attention to detail, strong organizational skills; ability to complete work in a timely, accurate and thorough manner.
Excellent interpersonal skills and ability to work collaboratively with a wide array of people.
Presentation skills with the ability to effectively convey to clients comprehensive and sophisticated market research and data.
eMoney and Morningstar® Software experience is preferred
Must be personable and punctual, and a problem solver
Clean disciplinary record
Additional Salary Information: We offer a strong compensation structure (salary and bonus), and an equity ownership track for employees who demonstrate hard work and leadership characteristics and support the long-term goals of our firm. You will be a member of a collaborative and supportive team of strong individuals, all working hard to help us grow a successful and multigenerational business. Benefits include medical, dental, and vision, along with 401K matching and a profit sharing plan.
Haire Wealth Management is an independent, sole proprietor wealth advisory firm. We are in the family wealth management business focusing on high net worth individuals, families, and business owners. Our clients know that we have one goal—to make their hard work pay off with financial security and reward. We assist clients to plan for a fulfilling retirement, maximize qualified plan savings and ...business planning strategies. We have been serving the southeastern United States for over 17 years. While our roots are deep, it is our forward-thinking planning that propels us for growth in the years to come.