GENERAL SUMMARY
Meets with Clients to establish investment goals and risk tolerance. Designs an investment plan to meet objectives and invests assets accordingly. Monitors markets, economy, and specific investments and reviews with clients on a regular basis.
ESSENTIAL JOB FUNCTIONS*
· Researches and monitors markets and specific investment products and securities.
· Constructs investment portfolios for clients tailored to their specific needs
· Executes trades directly with brokers to implement investment plans.
· Communicates with clients on the progress towards individual investment goals and changes in client objectives.
· Educates clients as needed.
· Ensures that the portfolios are in compliance with Reg 9 requirements.
· Participates in new business development.
· Required to participate in trainings and comply with all Bank policies and procedures, as well as Federal and State banking laws and regulations.
OTHER DUTIES AND RESPONSIBILITIES
· Performs additional duties as needed.
PREPARATION, KNOWLEDGE, SKILLS & ABILITIES
· Bachelor’s degree.
· MBA, Chartered Financial Analyst (CFA), or Certified Financial Planner (CFP) preferred.
· Minimum 3 – 5 years of experience in an investment related field.
· Knowledge of numerous investment products/security types.
· Basic understanding of taxes in relation to account types, treatment of investment income, etc.
· Strong interpersonal and communication skills.
SUPERVISORY RESPONSIBILITY
None
WORKING CONDITIONS/PHYSICAL DEMANDS
· Normal office environment.
· While performing the duties of this job, sitting is regularly required for long periods of time. The job frequently requires speaking and hearing. Specific vision abilities required including close vision and adjusting focus. Frequent computer monitor use required.
(This position may have a corporate title, i.e., AVP/VP/SVP, based on experience level, investment volume, etc.)
Job Type: Full-time
Pay: $93,000.00 - $150,000.00 per year
Benefits:
- 401(k)
- Health insurance
- Life insurance
Ability to Relocate:
- Leominster, MA 01453: Relocate before starting work (Required)
Work Location: In person
