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- Tasks: Manage investment portfolios and conduct market research while building client relationships.
- Company: GROW Wealth Partners is a top financial services firm focused on tailored investment solutions.
- Benefits: Enjoy competitive salary, performance bonuses, health insurance, retirement plans, and hybrid remote work options.
- Why this job: Join a dynamic team and make a real impact in clients' financial journeys.
- Qualifications: CFA designation preferred; Bachelor's in Finance or related field; 5+ years experience required.
- Other info: Equal opportunity employer committed to diversity and inclusion.
The predicted salary is between 48000 - 78000 £ per year.
6 months ago Be among the first 25 applicants
About Us:
GROW Wealth Partners is a leading financial services firm dedicated to delivering tailored investment solutions and superior client experiences. We specialize in financial planning, wealth management and retirement distribution and pride ourselves on fostering a collaborative and innovative culture.
About Us:
GROW Wealth Partners is a leading financial services firm dedicated to delivering tailored investment solutions and superior client experiences. We specialize in financial planning, wealth management and retirement distribution and pride ourselves on fostering a collaborative and innovative culture.
GROW Wealth Partners is partnered with Northwestern Mutual as it is a leading financial services company that provides financial planning services, life insurance, disability insurance, and long-term care insurance. Established in 1857, it is known for its mutual company structure, prioritizing policyholders over shareholders. With a strong emphasis on personalized financial strategies, the company combines expert advisors with digital tools to help clients achieve financial security and long-term growth.
GROW Wealth Partners also partners with Northwestern Mutual’s Private Client Group (PCG). PCG represents an elite community for advisors and firms that have the experience, expertise and tools to tailor advisory strategies and deliver best-in-class outcomes for clients.
Please learn more about us at www.rgafpg.com.
Role Overview:
We are seeking a highly skilled and motivated Chartered Financial Analyst (CFA) to join our team. The successful candidate will play a pivotal role in managing investment portfolios, conducting in-depth market research, and strengthening client relationships. This position requires a combination of analytical expertise, market insight, and interpersonal skills.
Key Responsibilities:
- Portfolio Management
- Oversee and optimize client portfolios to achieve stated investment objectives
- Perform asset allocation, rebalancing, and performance monitoring
- Develop investment strategies based on client goals, risk tolerance, and market conditions
- Investment Research
- Conduct comprehensive research on securities, industries, and market trends
- Analyze financial statements, economic data, and market indicators to identify investment opportunities
- Prepare detailed research reports and presentations for internal and client use
- Client Relations
- Serve as a point of contact for firm clientele, ensuring excellent service delivery
- Communicate investment strategies, market updates, and portfolio performance effectively to clients
- Collaborate with clients to identify and address their evolving financial needs and goals
Qualifications:
- CFA designation desired or at minimum through CFA Level I
- Bachelor’s Degree in Finance, Economics, Business, or a related field (MBA preferred)
- 5+ years of experience in portfolio management, investment research, or a related role
- Strong understanding of financial markets, investment products, and asset classes
- Proficient in financial modeling, analytical tools, and portfolio management software
- Exceptional communication and interpersonal skills
- Demonstrated ability to build and maintain client relationships
- Must be able to pass a basic background screening for the securities industry
Preferred Certification Requirements, but required post-employment:
- Securities Industry Essentials (SIE) certification required
- Series 7 and Series 63 or 66 certifications required
- Life, Accident, and Health Insurance certification
Why Join Us?
- Opportunity to work with a dynamic and experienced team of professionals
- Competitive salary and performance-based bonuses
- Comprehensive benefits package, including health insurance and retirement plans
- Commitment to professional development and growth opportunities
- Hybrid remote policy
Application Process:
Interested candidates are invited to submit their resume and a cover letter detailing their qualifications and career achievements. Applications will be reviewed on a rolling basis.
GROW Wealth Partners is an equal-opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
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Associate Portfolio Advisor employer: GROW Wealth Partners
Contact Detail:
GROW Wealth Partners Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Associate Portfolio Advisor
✨Tip Number 1
Familiarise yourself with GROW Wealth Partners and Northwestern Mutual's services. Understanding their approach to financial planning and wealth management will help you tailor your conversations during interviews, showcasing your genuine interest in their mission.
✨Tip Number 2
Network with current or former employees of GROW Wealth Partners. Engaging with them can provide valuable insights into the company culture and expectations, which can be beneficial when discussing how you can contribute to their team.
✨Tip Number 3
Stay updated on current market trends and investment strategies. Being able to discuss recent developments in the financial markets during your interview will demonstrate your analytical skills and passion for the industry.
✨Tip Number 4
Prepare to discuss your experience in portfolio management and client relations. Highlight specific examples where you've successfully managed investments or built strong client relationships, as these are key aspects of the Associate Portfolio Advisor role.
We think you need these skills to ace Associate Portfolio Advisor
Some tips for your application 🫡
Tailor Your Cover Letter: Make sure to customise your cover letter for the Associate Portfolio Advisor position. Highlight your relevant experience in portfolio management and investment research, and explain how your skills align with GROW Wealth Partners' focus on tailored investment solutions.
Showcase Your Qualifications: Clearly outline your qualifications, especially your CFA designation or progress towards it. Mention your Bachelor's degree and any relevant certifications, as these are key requirements for the role.
Demonstrate Client Relationship Skills: In your application, provide examples of how you've successfully built and maintained client relationships in previous roles. This is crucial for the position, so make sure to emphasise your interpersonal skills.
Highlight Analytical Expertise: Discuss your experience with financial modelling and analytical tools. Provide specific examples of how you've used these skills to conduct market research or develop investment strategies, as this will demonstrate your fit for the role.
How to prepare for a job interview at GROW Wealth Partners
✨Know Your Financial Concepts
Make sure you have a solid understanding of financial markets, investment products, and asset classes. Brush up on your knowledge of portfolio management and investment strategies, as these will likely be key discussion points during the interview.
✨Prepare for Technical Questions
Expect to face technical questions related to financial analysis and market research. Be ready to discuss your experience with financial modelling and analytical tools, and consider preparing examples of how you've successfully managed portfolios in the past.
✨Showcase Your Interpersonal Skills
Since client relations are a significant part of the role, demonstrate your exceptional communication and interpersonal skills. Prepare examples of how you've built and maintained client relationships, and be ready to discuss how you would address clients' evolving financial needs.
✨Research GROW Wealth Partners
Familiarise yourself with GROW Wealth Partners and their partnership with Northwestern Mutual. Understand their values, culture, and the services they offer. This will help you tailor your responses and show genuine interest in the company during the interview.
