Wealth Enhancement Group is looking to add an investment professional to our growing team. For this role, the ideal candidate is an early-career, licensed investment professional (Series 7 and Series 66) who enjoys both research and analysis. This individual has an outgoing personality and the desire to communicate with advisory teams on the firm's investment performance and philosophy. 

Primary Responsibilities

  • Conducts due diligence on current investments to determine if funds continue to meet performance expectations - Schedules, tracks and participates in due diligence meetings to discuss investment performance
  • Contributes to the construction and management of portfolios by researching potential investment opportunities
  • Provides investment information to advisory teams so they can deliver relevant information to clients and prospects
  • Answers FA and client questions regarding portfolios and market events
  • Produce tools that assist with client retention and acquisition (e.g., outside portfolio reviews, Morningstar model summaries)
  • Develops timely communications on capital market events
  • Provides performance information

Education/Skill Requirements

  • 4-year degree in business, finance or economics
  • 5-10 years of experience within investments; financial products
  • Series 7, 66 and Insurance licenses, required
  • Advance degree or Designation CFA, desirable
  • Commits to high standards of ethical behavior; demonstrates trustworthiness
  • Detail oriented; ability to prioritize work flow and projects; able to work with deadlines and be flexible
  • Professional interactions with department customers
  • Excellent oral and written communication skills
  • Knowledge of Microsoft Office
  • Ability to work as a Team Member; positive solution-focused attitude.

 

Wealth Enhancement Group is an Equal Opportunity Employer.  Email resume@wealthenhancement.com to apply.