Job description
Job Description:
About Wealth Enhancement Group
Wealth Enhancement Group is an independent wealth management firm offering comprehensive and customized financial planning and investment management services. Founded in 1997, we now have over 75 offices nationwide and are rapidly expanding through organic growth and acquisition.
Our mission is to work together to improve our clients’ lives by providing them with the team-based expertise and resources they need to simplify their financial life. We share perspectives and explore every point of view. We believe the best ideas are born from collaboration and we’re looking for like-minded individuals to join our team.
We are growing, and we have an exciting opportunity for a Portfolio Analyst to join our Atlanta team. The Portfolio Analyst will assist with the account trading processes using Orion trading platforms, as well as ensure accurate and efficient trading of client accounts during the account life-cycle. This includes assigning and trading new accounts to models, maintaining accurate adherence to models, implementing model changes, fulfilling advisor trade requests, and reconciling trades to ensure accuracy. The training/onboarding period is fully in office; afterwards, this role is hybrid, three days in office, two days remote.
The salary target for this role is $70,000-90,000; this position is eligible for an annual bonus.
We select our initial compensation target using national compensation survey data. When we make an offer, we then factor in things like tenure, performance, and geographic location to come up with the most accurate numbers. We encourage you to apply and provide us with your compensation expectations when you do. We’re big on open conversations, so, let’s have one.
Primary Job Functions
Assist in managing the process flows between the advisor teams, operations, compliance, and investments to ensure consistent, accurate and timely investing of client accounts
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Process the bulk trading associated with model changes and tax loss harvesting
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Manage daily cash flows in client accounts
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Monitor client portfolios for deviation
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Fulfill trade requests from Client Services and Advisor Teams
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Trade reconciliation / trade error resolution
Utilize trading software for efficient and accurate trade execution
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Attain and maintain expert level knowledge with trading software and its capabilities
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Use software to maximize efficiencies and support investment objectives
Provide support to advisor teams to aid in client retention and acquisition
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Create reports (such as in Morningstar) of current models
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Complete 401(k) allocation requests
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Answer advisor team questions about products, the investment process, and complex account issues
Education/Qualifications
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4-year degree in business, finance or economics
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2+ years of trading experience, knowledge of financial products
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Demonstrated experience working in a RIA environment
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Working knowledge of trading platforms; Orion preferred
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Strong analytical and problem-solving abilities
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Takes time to research and confirm account discrepancies without making assumptions; think through trade requests and proactively ask advisors for clarity where appropriate
Comprehensive Benefits Offerings
Our benefits aim to balance four key elements that make life and work meaningful: health and wellness, financial well-being, professional development, and work/life harmony. You may participate in the following benefits & development opportunities:
- Training and professional development
- Medical and dental coverage
- 401k – with match and profit sharing
- Health care spending and savings accounts
- Dependent care spending account
- Vision coverage
- Wellness programs and resources
- Life insurance – employer paid
- Short-term and long-term disability – employer paid
- Paid Time Off
- 10 paid holidays each year
- Paid parental leave
- Tuition reimbursement
IND123
Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at 763-417-1700
Information provided on this application will be kept confidential and only be shared with those involved in the selection process.
Equal Opportunity Employer, including disabled and veterans.
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