USA

Wealth Management Associate

Albuquerque - New Mexico (NM), 87109

REDW LLC

Job Description:

REDW is seeking a Wealth Management Associate to join our team in our Albuquerque office. This positions supports REDW Wealth LLC and the Firm at the professional level through financial planning input, compliance assistance, analysis, research, trading and operational tasks. If you are looking to grow your career in the financial planning industry this is the opportunity for you!

The essential functions for this position include:

  • Input financial planning data and assist financial planners and relationship managers
  • Organize and assist in client presentations for financial plans and performance reports
  • Organize and perform compliance functions and testing
  • Develop reports and analysis for CIO and research team
  • Assist the operations, trading, and research team
  • Ensure necessary reports are prepared for client meetings
  • Communicate with client as needed and document all communications in CRM
  • Assist advisors and planners with analysis, trading, and operational tasks
  • Rebalance accounts and execute trades
  • Manage data and operations for financial planning and wealth management software applications
  • Participate in Investment Committee and prepare reports for meetings

Experience

Required
  • Less than 2 year(s): Knowledge of securities and/or financial planning industry
Preferred
  • Experience in the securities industry
  • Series 65 securities license

Education

Required
  • Bachelors or better in Finance or related field

Skills

Required
  • Research Skills
  • Effective written/verbal communication skills
  • Critical thinking and problem solving
  • Time management
  • Attention to detail
  • Planning/Organizing

Behaviors

Required
  • Team Player: Works well as a member of a group
  • Detail Oriented: Capable of carrying out a given task with all details necessary to get the task done well

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