One of Nebraska’s most progressive and innovative fee-based wealth planning / advisory firms is making a key hire due to growth and succession planning. Our client is on the cutting edge of their industry and provides an innovative, analytics-based approach more common in larger, more demanding markets. This is an excellent opportunity to be groomed by seasoned, impressive leaders in this boutique firm that is revered by their national client base of high net worth families.
Responsibilities:
- Analyze data - pull information from news sources, data aggregators and many other mediums as you slice, dice and analyze data in excel to provide insights to the firm’s leadership team as they make investment decisions on behalf of clients.
- Work as a part of a small, tight-knit team comprised of “no-drama” focused professionals.
- Work as the protégé to the firm’s head of investments who will mentor you to one day step into his chair.
- Take a lead role on client trade execution and portfolio operations as you learn all aspects of this industry from a team of experts.
- Prepare comprehensive financial plans for clients as you summarize all of their assets and investments into a clean, organized portfolio.
This is an excellent opportunity to work for a steadily growing firm who has a modern “work when you can and don’t when you can’t” approach. This advisory practice has exclusive partnerships that allow them to be the only RIA in the world to apply this unique methodology to client investment portfolios. We are searching for a detail-oriented, analytical, intelligent individual who wants to have the freedom to dig and investigate. Excellent opportunity to build a career while helping this impressive firm continue to expand and serve their clients!
To confidentially discuss this opportunity, call Jeff Kovar at (402)334-4800 *216 or send your resume to jkovar@hemphillsearch.com. Job Number 8756JK.
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