Investment Solutions Associate (Wealth Management) - Newport Beach, CAThe Bahnsen Group

OPPORTUNITY

The Bahnsen Group (TBG) is looking for an Associate to join their Investment Solutions team (reporting/analytics/trading, and research). We are seeking one candidate to fill the role in one of the following cities: Dallas, TX; Grand Rapids, MI; Nashville, TN; and Newport Beach, CA. This role is a full-time, in-office position. The Associate will work with experienced wealth management analysts and have ample opportunity to grow within the department.

RESPONSIBILITIES

• Complete training & gain proficiency in a variety of wealth management software tools

  • Custodian interfaces (Fidelity & Schwab)

  • Reporting & analytics (Tamarac & Y-Charts)

  • CRM (Salesforce)

• Produce client performance reviews

• Prepare presentations for portfolio proposals

• Reconciliation of investor information with the fund administrators & custodians

QUALIFICATIONS

• Bachelor's degree in finance, economics, mathematics, or related fields (preferred)

• 2+ years of related industry experience

• Proficiency in MS Office applications (Word, Excel, and PowerPoint)

ABOUT

At The Bahnsen Group, our vision is to be the highest quality provider of wealth management services to those within our sphere of influence. We do not want to merely be great; we want to be extraordinary; extraordinary in the size and scope of our business, but more importantly, extraordinary in the impact we have on our clients' financial lives. The Investment Solutions Team at The Bahnsen Group is an integral part of achieving this vision.

Consistently ranked as one of the top companies to work for, The Bahnsen Group is a private wealth management firm which has created an exceptional culture for its employees to participate in the fulfillment of its success. The Bahnsen Group has offices in ten locations around the country (Newport Beach, CA; New York City; Nashville, TN; Minneapolis, MN; Bend, OR; Phoenix, AZ; Austin, TX; West Palm Beach, FL; Grand Rapids, MI; and Dallas, TX) and 85 employees. The firm manages over $7.5 billion of client capital and is widely recognized as one of the leading firms in the industry, consistently ranked as a top advisor by Barron's, Forbes, and the Financial Times. The company was founded in 2015 as a liftout from Morgan Stanley, where company founder, David Bahnsen, was a leading advisor and Managing Director. Since that inception, the company has grown at over +29% per year for ten years running and added a Tax Services department, Risk Department, a comprehensive Family Office offering, and a fully professionalized platform delivering best-in-class client experience.

CONSIDERATION

• Salary commensurate with experience

• Full benefits package including medical, dental, vision, and disability

• 401(k) plan with TBG contribution of 3% of compensation

• Discretionary annual bonus

For more information, or to apply now, you must go to the website below. Please DO NOT email your resume to us as we only accept applications through our website.

https://thebahnsengroup.isolvedhire.com/jobs/1571646-530438.html