Junior Planner Jobs

Our client is a successful private wealth management firm with $1 bil AUM based in Pasadena, CA. The well-established firm is seeking the right person to join its team as a Junior Planner. The Junior Planner is hybrid role and is a key contact for the client servicing and investment teams, must be personable, able to articulate strong knowledge of markets, investment product types (mutual funds, ETFs, fixed income), able to create comprehensive portfolio reports and good understanding of corporate retirement plans including 457-b. This role is an integral part of the wealth management team.        

Duties & Responsibilities  

• Attend client meetings to conduct market reviews and client portfolio analysis  
• Generating daily, weekly, and monthly portfolio reports 
• Research private equity funds to provide thoughts and insight to C-suite executives  
• Trading assets (mutual funds, ETFs, fixed income, rebalance portfolios)  
• Research market activity, present analytics, and results to CIO   

Qualifications  

• 3+ years min of experience trading and advising on portfolio assets   
• Experience with Schawb is a plus 
• Experience with Orion is a plus  
• Experience conducting market reviews and presenting information to clients   
• Advanced experience with Microsoft Excel  
• Ability to multitask in a fast-paced environment  
• Experience with iCapital is a plus  

Compensation     

• Starting salary commensurate with experience  
• Salary: $85,000 - $95,000     
• Potential for a non-discretionary cash bonus      

Benefits Information     

• Paid time off     
• Medical  
• 401k  
• Dental  

Job Type: Full-time 

About Us   

Advisor Business Solutions provides staffing, strategic marketing, and training services for financial services, fintech, government agencies, municipalities and corporations nationwide. Our 20+ year industry background offers the expertise and resources to deliver exceptional results and experiences to our clients.