Open Jobs:
- Initiate, participate and prepare for client meetings with assigned Relationship Manager(s) and Portfolio Manager(s). Engage in meeting follow-up.
- Document client requests and completion of activities in customer relationship management and portfolio accounting systems.
- Engage in ongoing, proactive communications with client and other professionals unique to the relationship.
- Maintain a high level of understanding of current investment topics, tax law updates, qualified plan contribution limits and general economic developments.
- Meet with assigned Relationship Manager(s) on an ongoing basis to review status of outstanding tasks and calendar of upcoming events. Spearhead the effort to increase formal client contacts throughout the year.
- Leverage internal and external resources in conjunction with the assigned Relationship Manager(s) to achieve client objectives.
Qualifications:
- Bachelor’s Degree (advanced degree preferred)
- Minimum of 3 years of relevant professional experience
- Transferable experience in Banking, Law, Insurance, Sales, Marketing, Consulting or Finance is preferred
- Must have Series 65 or Series 7 license/certification. In addition, progress towards Certified Financial Planner ® designation is desirable.
David Vaughan Investments, LLC
