Director of Investments & CFA - Rapidly growing fee-based / high net worth advisory firm
Respected, local wealth advisory firm is looking to add leadership and technical expertise to their practice due to many years of success and growth. This new add to the leadership team will allow this firm to provide an elevated level of service to their clients and offer more strategic guidance to new clients transitioning their portfolios or practices that are acquired and integrated. This is an excellent opportunity to provide expertise, collaborate with other leaders and build and groom a team of analysts as the firm grows.
Responsibilities
- Analyze client investment portfolios and research investment opportunities to build strategic plans for high net worth clients
- Design portfolios that align with client risk appetite and retirement / estate strategies
- Attend client meetings with wealth advisors to provide technical / market intelligence and guidance
- Constantly research market trends and happenings
- As the firm grows, select and hire a team of top notch analysts and train them
This is an exciting opportunity to walk into a firm that year over year continues to grow where client retention is the driving force behind everything they do. As Omaha continues to grow, this firm believes that they are well positioned to be one of the most prominent / respected companies in town in the years ahead. This is an excellent opportunity for a technical expert who is also a leader who is searching for an opportunity to make an impact and help this firm grow.
For immediate consideration, contact Austin Hemphill at 402-334-4800 *246 or send your resume to ahemphill@hemphillsearch.com for a confidential discussion.
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