Summary

Foster Victor’s mission is to help our clients achieve their lifetime goals through holistic financial planning. Developing our investment philosophies and portfolios is a crucial part of our ability to accomplish this. The ideal candidate will enjoy researching portfolios and markets, creating and maintaining investment collateral, and supporting the overall investment team.

Goals

To understand, articulate and emulate the firm's purpose and core values
To become an integral part of the FV team, culture, and workflow
To enhance our existing investment offerings through diligent research and analysis

Roles & Responsibilities

Develop new investment ideas and portfolios
Manage portfolio holdings and research replacements
Review quarterly earnings calls
Present ideas and trends to investment team
Regularly review current holdings and asset allocations
Manage fund wholesaler relationships
Participate in client meetings as the Investment Guru
Research alternative investment solutions for Ultra High Net Worth
Create investment tools and research for advisor and client education
Participate in Quarterly Best Execution Committee meetings
Run Monthly Investment Committee meetings
Prepare monthly/quarterly Client newsletter on markets
Review QL 401k models and outside 401k recommendations
Supervise cost-basis analysis for incoming and existing accounts
Supervise creation of investment materials for client meetings
Supervise the creation and maintenance of all investment collateral

Success Criteria

Abide by firm's golden rules
Deliver accurate output in a timely manner
Develop a follow up and task completion system

Requirements

Certified Financial Analyst (CFA)
Bachelor’s Degree
Series 65
MBA (preferred)
10-15 years of investment experience
Attention to detail, organized, well-spoken, and strong analytical skills
Ability to thrive in a fast-paced environment

Job Type: Full-time

Pay: $135,000.00 - $175,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Health insurance
Life insurance
Paid time off
Professional development assistance
Vision insurance

Physical Setting:

Office

Schedule:

8 hour shift
Monday to Friday

Education:

Bachelor's (Required)

Experience:

Finance: 10 years (Required)

Work Location: In person

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Foster Victor Wealth Advisors, LLC

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