Hemphill Search Group, Inc.
CFA
Hemphill Search Group, Inc., Omaha, Nebraska, us, 68197
Respected, local wealth advisory firm is looking to add technical expertise to their practice due to many years of success and growth. This is a newly created position that will allow this firm to provide an elevated level of service to their clients and provide more strategic guidance to new clients transitioning their portfolios. This is an excellent opportunity to play a strategic/advisory role for clients today and build a portfolio analysis practice within this firm, with a team of professionals who serve clients in this capacity as the firm grows.Responsibilities
Analyze client investment portfolios and research investment opportunities to build strategic plans for high net worth clients.Design portfolios that align with client risk appetite and retirement/estate strategies.Attend client meetings with wealth advisors to provide technical/market intelligence and guidance.Constantly research market trends and happenings.As the firm grows, select and hire a team of top-notch analysts and train them.This is an exciting opportunity to walk into a position that truly is a blank slate today, where you will be allowed to make a lasting impact on this business. Our client has experienced steady growth over many years and is on the cusp of accelerated growth due to practice acquisitions and several new, significant/high-profile clients coming aboard.For immediate consideration, contact Austin Hemphillat at 402-334-4800 *246 or send your resume to ahemphill@hemphillsearch.com.Job Number: 4225AH.
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Analyze client investment portfolios and research investment opportunities to build strategic plans for high net worth clients.Design portfolios that align with client risk appetite and retirement/estate strategies.Attend client meetings with wealth advisors to provide technical/market intelligence and guidance.Constantly research market trends and happenings.As the firm grows, select and hire a team of top-notch analysts and train them.This is an exciting opportunity to walk into a position that truly is a blank slate today, where you will be allowed to make a lasting impact on this business. Our client has experienced steady growth over many years and is on the cusp of accelerated growth due to practice acquisitions and several new, significant/high-profile clients coming aboard.For immediate consideration, contact Austin Hemphillat at 402-334-4800 *246 or send your resume to ahemphill@hemphillsearch.com.Job Number: 4225AH.
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