Marquette Asset Management

Senior Wealth Advisor

Job Description

Duties and Responsibilities

Manage, develop and maintain existing assigned high net worth relationships. Work within local community to attract new centers of influence and potential new business opportunities.

  • Implement the investment policy for assigned relationships and continue to provide an exceptional level of service to support those relationships.
  • Other duties as assigned

Minimum Requirements

  • College degree or relevant equivalent experience
  • 8+ years of experience in Investment Management, Financial Planning or Brokerage that includes communicating complex and detailed information related to the investment management process and portfolio construction

Preferred Requirements

  • One of the following credentials: MBA, CFA, CFP®, or JD
  • Direct experience managing and rebalancing individual portfolios through a multi-asset class investment strategy
  • Supervisory or team leadership experience

Minimum Knowledge and Skills

  • Demonstrates ability to develop, expand, and close relationships with clients and external professionals (attorneys, financial advisors, accountants) to enhance business opportunities
  • Demonstrates strong communication skills (verbal, written, listening, presentation)
  • Demonstrates trust, investment, and trading knowledge of portfolio modeling and platforms
  • Demonstrates proficiency in Microsoft Office (Excel, Word)
  • Demonstrates strong leadership skills
  • Demonstrates strong interpersonal skills to build relationships internally, as well as externally
  • Demonstrates a superior client service mindset

Preferred Knowledge and Skills

  • Demonstrates ability to easily adapt to all defined technology platforms
  • Demonstrates competence in all trading requirements including portfolio modeling and order entry with the objective being to minimize trade errors
  • Solid organization skills
  • Ability to direct, as appropriate, members of service team to help ensure clients achieve their long term objectives and to build lasting client relationships
  • Willingness to pursue additional, advanced certifications and other training (CFA, CFP® or other relevant license) as needed
  • Active in community and professional organizations
  • Experience working with clients who have $3 million or more in investable assets

Job Type: Full Time

Email your resume and cover letter to to apply.