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IAG Wealth Partners · 2 days ago

Investment Team Associate

Waukesha, WI

Full-time

Onsite

New Grad, Entry Level

IAG Wealth Partners is seeking an Investment Team Associate to take on a variety of responsibilities that will evolve over time. The role includes preparing client review materials, designing client portfolios, analyzing data, and trading investments in client portfolios.

Financial ServicesProfessional ServicesWealth Management

Responsibilities

Preparing and verifying client review information

Ensure all eligible accounts are linked to WealthVision (eMoney)

Verify account titling is correct in WealthVision

Confirm investments are classified correctly in WealthVision

Identify and eliminate duplicate assets in WealthVision

Prepare clean Portfolio GPS and Investment Recommendation worksheets

Designing and adjusting client portfolios

Prepare initial portfolio analysis for prospective clients (PR)

Update clients’ Portfolio GPS to assure alignment with current IAG allocations

Create detailed investment recommendations taking into consideration current allocation, target allocation, individual risk tolerance, liquidity, equity diversification, risk-adjusted investment performance, tax consequences, RMD status, annuity restrictions, potential annuity upgrades, staff time, costs, systematic withdrawals, and client cash flow needs

Trading investments

Serve as a backup trader during periods of high volume

Implement trades to meet client cash flow needs

Conduct trades during our Bear Market Opportunity Plan process