Investment Advisor
South Shore Bank, Dedham, MA, United States
Investment Advisor
The Investment Advisor is responsible for conducting investment research, manager evaluation, and due diligence. Manage client relationships. Build new client relationships by leveraging internal partnerships and external networks. Essential Duties And Responsibilities Manage client relationships by assessing objectives and risk tolerance, establishing appropriate asset allocations, implementing strategies, and reviewing performance to maintain exceptional client satisfaction and retention. Contribute insights to strategic asset allocation and macroeconomic positioning; identify opportunities and risks across global markets, sectors, and instruments. Conduct portfolio research, manager evaluation, and due diligence. Develop new client relationships by actively engaging internal referral sources and expanding external professional networks. Partner with internal teamsincluding commercial, residential lending, treasury management, and retailto generate high quality referrals and support holistic client acquisition. Support growth objectives by contributing to business development strategies, including market outreach, presentations, and prospect engagement. Execute a broad range of client service responsibilities. Support the firm's strategic objectives through participation in working groups and key projects. Complete all internal Company training as assigned and required. Adhere to the Company's privacy and data security policies including but not limited to safeguarding of sensitive information and complying with relevant regulations to protect non-public information. Exhibit the ability and desire to embrace and enhance the Company culture. Consider this description to be the foundation of your job, not its boundaries. Expect to participate in internal and external training sessions and activities not described here which enhance the quality of service to the client. Supervisory Responsibilities N/A Qualifications To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education and/or Experience Bachelor's degree required; Master's degree preferred. CFA, CFP, or similar advanced certification preferred. Must meet all regulatory licensing requirements, including registration as an investment adviser representative. Minimum 4 years of investment experience, including at least 2 years in a client-skilled role. Skills Strong knowledge of global markets, economics, and portfolio construction. Advanced technical and analytical capabilities. Excellent communication and presentation skills. Demonstrated ability to collaborate in a team environment. Ability to work independently with sound judgment. Strong fiduciary mindset and risk management orientation. Ability to operate effectively within a highly regulated banking environment. Basic knowledge of the banking and financial services industry including federal laws and regulations Willingness to gain new knowledge and technical skills. Intermediate typing skills to meet the production needs of the position. Intermediate math skills: the ability to calculate interest, commissions, proportions, and percentages; balance accounts; add, subtract, multiply, and divide into all units of measure, using whole numbers, common fractions, and decimals; locate routine mathematical errors; compute rate, ratio, and percent, including the drafting and interpretation of bar graphs. Exceptional verbal, written, and interpersonal communication skills with the ability to apply common sense to carry out instructions and instruct others, train personnel, read, analyze, and interpret documents and professional journals, understand procedures, write reports, correspondence, and procedures, speak clearly to customers and employees. Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this Job, the employee is regularly required to sit and talk or hear. The employee is occasionally required to stand, walk; use sufficient hand, arm and finger dexterity or feel objects, tools, or controls. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision. Work Environment The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate. Occasional travel may be required. Key Points Charlesbridge Advisors, LLC is committed to providing equal opportunity for all employees and applicants without regard to race, color, religion, gender, sexual orientation, age, marital status, national origin, physical or mental disability, veteran or disability status, gender identity, or expression, citizenship, genetic information, ancestral origin, military status, pregnancy, childbirth, and or conditions relating to pregnancy or any other related medical conditions or any other status protected by Federal, State or local laws. Here at Charlesbridge Advisors, LLC, we strive to foster a culture where every voice is valued and where employees have a sense of belonging and connection with each other. We are dedicated to creating a work environment that understands, supports, and welcomes diverse perspectives and backgrounds. Together, we will create an inclusive and culturally competent and supportive environment where employees model behavior that enriches the organization and the communities we support. Pay Range Disclosure The pay range for this position is $105,229.34 to $145,817.80 per year and is the lowest to highest salary Charlesbridge Advisors in good faith believe we would pay for this role at the time of this posting. The Company may ultimately pay more or less than the posted range, and the range may be modified in the future. An employee's pay position within the salary range will be based on several factors including, but not limited to, relevant education, qualifications, certifications, experience, sales or revenue-based metrics, and business or organizational needs and affordability. EOE/F/M/Vet/Disabled Salary Description $105,229.34 to $145,817.80 per year
The Investment Advisor is responsible for conducting investment research, manager evaluation, and due diligence. Manage client relationships. Build new client relationships by leveraging internal partnerships and external networks. Essential Duties And Responsibilities Manage client relationships by assessing objectives and risk tolerance, establishing appropriate asset allocations, implementing strategies, and reviewing performance to maintain exceptional client satisfaction and retention. Contribute insights to strategic asset allocation and macroeconomic positioning; identify opportunities and risks across global markets, sectors, and instruments. Conduct portfolio research, manager evaluation, and due diligence. Develop new client relationships by actively engaging internal referral sources and expanding external professional networks. Partner with internal teamsincluding commercial, residential lending, treasury management, and retailto generate high quality referrals and support holistic client acquisition. Support growth objectives by contributing to business development strategies, including market outreach, presentations, and prospect engagement. Execute a broad range of client service responsibilities. Support the firm's strategic objectives through participation in working groups and key projects. Complete all internal Company training as assigned and required. Adhere to the Company's privacy and data security policies including but not limited to safeguarding of sensitive information and complying with relevant regulations to protect non-public information. Exhibit the ability and desire to embrace and enhance the Company culture. Consider this description to be the foundation of your job, not its boundaries. Expect to participate in internal and external training sessions and activities not described here which enhance the quality of service to the client. Supervisory Responsibilities N/A Qualifications To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education and/or Experience Bachelor's degree required; Master's degree preferred. CFA, CFP, or similar advanced certification preferred. Must meet all regulatory licensing requirements, including registration as an investment adviser representative. Minimum 4 years of investment experience, including at least 2 years in a client-skilled role. Skills Strong knowledge of global markets, economics, and portfolio construction. Advanced technical and analytical capabilities. Excellent communication and presentation skills. Demonstrated ability to collaborate in a team environment. Ability to work independently with sound judgment. Strong fiduciary mindset and risk management orientation. Ability to operate effectively within a highly regulated banking environment. Basic knowledge of the banking and financial services industry including federal laws and regulations Willingness to gain new knowledge and technical skills. Intermediate typing skills to meet the production needs of the position. Intermediate math skills: the ability to calculate interest, commissions, proportions, and percentages; balance accounts; add, subtract, multiply, and divide into all units of measure, using whole numbers, common fractions, and decimals; locate routine mathematical errors; compute rate, ratio, and percent, including the drafting and interpretation of bar graphs. Exceptional verbal, written, and interpersonal communication skills with the ability to apply common sense to carry out instructions and instruct others, train personnel, read, analyze, and interpret documents and professional journals, understand procedures, write reports, correspondence, and procedures, speak clearly to customers and employees. Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this Job, the employee is regularly required to sit and talk or hear. The employee is occasionally required to stand, walk; use sufficient hand, arm and finger dexterity or feel objects, tools, or controls. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision. Work Environment The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate. Occasional travel may be required. Key Points Charlesbridge Advisors, LLC is committed to providing equal opportunity for all employees and applicants without regard to race, color, religion, gender, sexual orientation, age, marital status, national origin, physical or mental disability, veteran or disability status, gender identity, or expression, citizenship, genetic information, ancestral origin, military status, pregnancy, childbirth, and or conditions relating to pregnancy or any other related medical conditions or any other status protected by Federal, State or local laws. Here at Charlesbridge Advisors, LLC, we strive to foster a culture where every voice is valued and where employees have a sense of belonging and connection with each other. We are dedicated to creating a work environment that understands, supports, and welcomes diverse perspectives and backgrounds. Together, we will create an inclusive and culturally competent and supportive environment where employees model behavior that enriches the organization and the communities we support. Pay Range Disclosure The pay range for this position is $105,229.34 to $145,817.80 per year and is the lowest to highest salary Charlesbridge Advisors in good faith believe we would pay for this role at the time of this posting. The Company may ultimately pay more or less than the posted range, and the range may be modified in the future. An employee's pay position within the salary range will be based on several factors including, but not limited to, relevant education, qualifications, certifications, experience, sales or revenue-based metrics, and business or organizational needs and affordability. EOE/F/M/Vet/Disabled Salary Description $105,229.34 to $145,817.80 per year