Investment Advisor
F.L.Putnam Investment Management Company, Sun River, MT, United States
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Investment Advisor
role at
F.L.Putnam Investment Management Company We are seeking an
Investment Advisor
(IA) to join our Reston, Virginia office. This team member will contribute to advising new and existing client relationships. The successful candidate will demonstrate a passion for working with clients to provide investment guidance, asset allocation, portfolio construction, and communication of investment results. The
Investment Advisor
will be responsible for managing client relationships as part of a team approach consisting of a Client Advisor and a Client Account Administrator. Responsibilities
Meets with clients on a regular basis, reviews accounts, investment strategy, and proactively manages client portfolios to meet goals and objectives in addition to responding to clients\' questions and concerns Develops & maintains role as trusted advisor for clients with specified investment objectives & policies Invests accordingly to asset allocation committee recommendations where appropriate for clients Actively participates in the asset allocation committee and stays abreast of global macro-economic environment Promotes F.L.Putnam brand in the market and generates new business opportunities and expands existing business relationships Networks & Represents firm in educational or promotional presentations Qualifications
CFA professional designation and bachelor\'s degree required 7+ years of equivalent experience as an investment advisor Dynamic and credible professional who communicates with clarity and has exceptional presentation skills Highly versed with all facets of asset allocation, investment strategies and client relationship management experience Experience with Salesforce and Orion a plus Experience developing new business through referrals and marketing Ability to work collaboratively with others as part of a team Strong community presence with an established network in the Reston, VA market Demonstrates strong organizational skills and a disciplined and organized approach throughout their business F.L.Putnam is an equal opportunity employer. We are committed to promoting an inclusive environment in service to one another and our clients. We do all of this with kindness, empathy, and respect for one another. Salary: $125000 - $175000 per year Details
Seniority level: Mid-Senior level Employment type: Full-time Job function: Finance and Sales Industries: Investment Management Get notified about new Investment Advisor jobs in
Reston, VA .
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Investment Advisor
role at
F.L.Putnam Investment Management Company We are seeking an
Investment Advisor
(IA) to join our Reston, Virginia office. This team member will contribute to advising new and existing client relationships. The successful candidate will demonstrate a passion for working with clients to provide investment guidance, asset allocation, portfolio construction, and communication of investment results. The
Investment Advisor
will be responsible for managing client relationships as part of a team approach consisting of a Client Advisor and a Client Account Administrator. Responsibilities
Meets with clients on a regular basis, reviews accounts, investment strategy, and proactively manages client portfolios to meet goals and objectives in addition to responding to clients\' questions and concerns Develops & maintains role as trusted advisor for clients with specified investment objectives & policies Invests accordingly to asset allocation committee recommendations where appropriate for clients Actively participates in the asset allocation committee and stays abreast of global macro-economic environment Promotes F.L.Putnam brand in the market and generates new business opportunities and expands existing business relationships Networks & Represents firm in educational or promotional presentations Qualifications
CFA professional designation and bachelor\'s degree required 7+ years of equivalent experience as an investment advisor Dynamic and credible professional who communicates with clarity and has exceptional presentation skills Highly versed with all facets of asset allocation, investment strategies and client relationship management experience Experience with Salesforce and Orion a plus Experience developing new business through referrals and marketing Ability to work collaboratively with others as part of a team Strong community presence with an established network in the Reston, VA market Demonstrates strong organizational skills and a disciplined and organized approach throughout their business F.L.Putnam is an equal opportunity employer. We are committed to promoting an inclusive environment in service to one another and our clients. We do all of this with kindness, empathy, and respect for one another. Salary: $125000 - $175000 per year Details
Seniority level: Mid-Senior level Employment type: Full-time Job function: Finance and Sales Industries: Investment Management Get notified about new Investment Advisor jobs in
Reston, VA .
#J-18808-Ljbffr