Managing Director of Investment Advisory Services

DO NOT LET THIS OPPORTUNITY PASS YOU BY!

An outstanding St. Louis based accounting and financial advisory firm is in need of a seasoned financial advisory professional to join their growing organization. This individual will be responsible for all aspects of his or her business and those advisors reporting to them. This includes overall strategy. The goal is to increase sales and profitability, drive customer acquisition / retention, and enhance the company’s positioning.

The ideal individual will:

• Demonstrate a thorough knowledge of different investment vehicles and products.
• Demonstrate ability to develop sophisticated spreadsheets.
• Demonstrate a thorough knowledge of financial concepts.
• Demonstrate a working knowledge of basic individual and corporate taxation.
• Demonstrate a working knowledge of statistics.
• Demonstrate a thorough knowledge of basic economics.
• Demonstrate a working knowledge of accounting.

It is a plus if the individual can:

• Demonstrate a thorough knowledge of the primary securities laws, rules and regulations.
• Demonstrate thorough knowledge of financial analysis.
• Demonstrate a thorough knowledge of the securities market place.
• Demonstrate a working knowledge of retirement plans.
• Demonstrate a thorough knowledge of the duties of an investment advisor.
• Demonstrate the ability to educate clients about investments and investing and gain their confidence.
• Demonstrate the ability to develop an investment policy statement.
• Demonstrate the ability to build a cash flow/ asset growth model for a client.
• Demonstrate a thorough knowledge of modern portfolio theory.
• Demonstrate a thorough knowledge of risk management tools and their use.
• Demonstrate the ability to interview clients to learn about their risk tolerance, goals, needs, financial situation, time horizon, and tax sensitivity.
• Demonstrate the ability to evaluate strategic partners/platforms and to pick the best ones.
• Demonstrate the ability to build a portfolio to fit a client’s goals and objectives..
• Demonstrate the ability to discuss a recommendation with a client and gain their confidence.

The company’s ideal candidates will possess the drive to be successful, an outgoing personality, and excellent presentation skills. This is a position within a thriving organization, so individuals applying must have the desire to make an immediate impact. This company boasts a strong presence in the marketplace and has maintained profitability even through the “tough times”. This professional will play a major role within the organization!