Investment Support Analyst for well-established Financial Planning Practice
Our mission is to empower the clients we serve to live exceptional lives in alignment with their values and goals through uncompromising integrity, genuine trust, and personalized advice.
Gratitude / Kindness / Generosity / Wisdom / Integrity / Humility
The Myers is an independent financial services practice of Thrivent Financial with offices in Eden Prairie, MN and Cottage Grove, MN. We are a family-style practice focused on values-based advice, helping clients live abundantly within their means, make a productive impact in their communities, and invest for positive change in the world.
Position Summary: This full-time, in-person position provides analytic & operational support for our asset management business, ranging from investment proposals, application & service paperwork, client portfolio analytics, and trade execution. This role is expected to have some degree of client interaction and requires a friendly and congenial personality. Daily duties will vary, and candidate should have a demonstrated ability to self-manage and prioritize on the fly. This role is a direct support to the chief investment officer, and assists daily operations of the practice, including, but not limited to: preparing forms, drafting investment proposals and portfolio recommendations, executing trades, gathering information from clients and prospects, providing investment commentary to advisors, and assisting in routine periodic investment research and analytics.
Salary Range: $65,000-85,000
Annual Bonus: Up to 10% based on individual & team performance
Benefits: Health Savings Account, SIMPLE retirement savings plan, Paid Time Off
This position will sit out of Cottage Grove, MN.
Position Roles/Responsibilities/Accountabilities:
- Conduct comparative analysis of prospect’s portfolio against proprietary model allocations.
- Work with advisors and staff to tailor investment solutions to client needs.
- Facilitate timely and accurate execution of trades.
- Implement model portfolio changes across client accounts.
- Administer periodic investment and distribution plans.
- Prepare and execute routine administrative paperwork such as new account applications, asset transfers and service forms.
- Obtain customer financial information for use in financial planning & product applications.
- Complete or delegate client service requests as received.
- Assist in due diligence process, including fund research, model maintenance, and performance attribution analysis.
- Verbal or written communication with prospective or existing customers regarding financial matters.
- Articulate our investment philosophy and recommendations to advisors and/or their clients.
Requirements:
Position Qualifications:
- College degree or 5 years of prior financial service experience strongly preferred.
- Series 7, Series 66, and MN L/H/A insurance licensed.
- CFP, CFA, or CIMA preferred.
Competencies:
- Familiarity with Modern Portfolio Theory.
- Prior experience with Morningstar, Money Guide Pro, or comparable software preferred.
- Strong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint).
- Visual Basic/Excel macro programming experience preferred.
- Strong communication skills (written & verbal).
- Ability to multi-task and prioritize.
- Effective and efficient time management.
- Self-motivated.
External/Internal Dependencies:
- Coordinate investment strategy implementation with advisors and paraplanners.
- Stay updated on investment strategies through webinars and appointments with investment firm representatives.
- Must be able to cultivate and maintain relationships with clients, and their professional support team (advisors, accountants, attorneys, etc).
As part of The Myers' recruiting/hiring/contracting process, a verification of a candidate's background will be made to complete the process. Fingerprints will be required as part of FINRA registration process for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records.
All persons with securities registrations are subject to TIMI’s Outside Securities Accounts Policy which requires all outside brokerage accounts to be maintained at one of the firms designated by TIMI.
Pay Transparency
Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants.
Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to human.resources@thrivent.com or call 800-847-4836 and request Human Resources.
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