MLR

Careers

We invest in talent.

Position Summary

Support Wealth Advisory team to manage client portfolios and participate in the advanced planning process to address client goals, estate planning, and tax considerations.

Essential Duties and Responsibilities

  • Portfolio management
    • Portfolio implementation
    • Rebalancing
    • Tax loss harvesting
  • Prepare for, take part in and follow up from client interactions
    • Consistent communication
    • Meeting participation
    • Meeting preparation
  • Consult with Wealth Advisor to provide strategic planning for clients
    • Retirement projection analysis (and asset allocation)
    • Tax planning
    • Estate planning
  • Manage client onboarding process
  • Learn client processes in order to transition into a full time advisor role

Additional Responsibilities

  • Ability to bring advanced planning recommendations to the Wealth Advisor and the client
  • Deep understanding of our investment philosophy and ability to communicate our story clearly and with conviction
  • Ability to interact with team members to ensure a high level of service for our clients

Specialized Skills

  • Strong communication and listening skills
  • Ability to process complex financial scenarios
  • Attention to detail and accuracy
  • Proficiency with Word and Excel
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