Asset Management Associate

🌍 Remote, USA 🚀 Full-time 🕐 Posted Recently

Job Description

Financial Integrators is a comprehensive wealth management firm that simplifies complex financial landscapes for individuals, families, and business owners. They are seeking an Asset Management Associate to manage trading and portfolio execution, support the Investment Committee, and maintain data integrity to ensure high-quality service for clients.

Responsibilities

Trade financial securities and rebalance client accounts
Monitor account deposits and transfers to ensure capital is working efficiently for our clients
Screen and trade fixed income products
Raise funds for distributions and contributions while managing the liquidity needs of diverse portfolios
Connect with advisors and clients to obtain trade approvals (with appropriate licensure) to provide excellent customer service and clarity
Follow Investment Committee guidance
Recommend and monitor investment options specifically for retirement plans
Generate high-quality proposals and "what-if" hypotheticals to help clients visualize their financial future
Update and generate meeting and trading files and reports
Leverage databases to maintain and retrieve accurate account information
Maintain consistent, high-quality documentation and controls across all operational workflows and systems

Skills

Bachelor's degree (or equivalent certification/experience) in Finance, Economics, or a related field
0+ years in the financial industry; we value a solid understanding of investments and financial planning strategies
Strong financial and analytical skills with the ability to work efficiently and accurately
Exceptional attention to detail; you are someone who catches the small things before they become big things
You are a self-starter, a problem solver, and a team player with excellent communication and relationship-building skills
Ability to sit or stand for extended periods in an office environment
Work on a computer for long durations
Occasionally lift up to 15 pounds

Benefits

Comprehensive medical, dental, and vision options
Company-paid disability and life insurance
PTO
Paid holidays
Volunteer time off
Paid parental leave
401(k) plan
Robust Employee Assistance Program for professional support

Company Overview

At Financial Integrators we believe many people lack professional guidance in an ever-growing complex financial world. It was founded in 2012, and is headquartered in Coralville, Iowa, USA, with a workforce of 51-200 employees. Its website is https://bfsfinancialplanning.com.

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