Foster Victor Wealth Advisors · 1 day ago
Portfolio Specialist
Greenville, SC
Full-time
Onsite
Entry, Mid Level
2+ years expFoster Victor Wealth Advisors is dedicated to helping clients achieve their lifetime goals through holistic financial planning. The Portfolio Specialist will be responsible for creating investment materials, maintaining investment collateral, and supporting the investment team with research and meeting facilitation.
AdviceFinancial ServicesInsuranceWealth Management
Responsibilities
Create investment materials for client meetings
Help create and maintain all investment collateral
Provide research and support to facilitate monthly investment committee meetings
Record and produce meeting minutes for Monthly IC Meetings
Keep FV team up to date on happenings in the market and economy via Daily Recaps
Create and review cost-basis analysis for incoming and existing accounts
Participate in quarterly Best Execution Committee meetings
Build and recommend 401k recommendations
Help allocate and rebalance qualified link accounts
Manage and report on model transitions and missing cost basis
Maintain, optimize and enhance investment research software and tools
Provide support on trading and investment audit functions
Assist with special investment team projects
Review daily Schwab/IB alerts and action applicable items
Identify tax-loss harvesting and DAF lot selections and execute trades
Qualification
Required
Bachelor's Degree
2-5 years of data analytics, portfolio or investment experience, or relevant degree
Attention to detail, organized, well-spoken, and strong analytical skills
Company
Foster Victor Wealth Advisors
Foster Victor Wealth Advisors is a full-service wealth management firm that offers concierge quality advisory and planning services.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase