Investment Portfolio Associate - Bilingual - English/spanish

Chartwell Investment Partners

Base: $75,000.00 to $100,000.00; bonus/equity: eli...
Hybrid
Fluent in english and spanish verbal and written
Bachelor's degree in finance or business administration
Three years experience in financial services market research
The role involves assisting Financial Advisors by analyzing portfolio analytics, asset allocation, and investment holdings to make appropriate recommendations

Job Summary

  • The role involves assisting Financial Advisors by analyzing portfolio analytics, asset allocation, and investment holdings to make appropriate recommendations.
  • Candidates must be fluent in both English and Spanish to effectively communicate with internal teams and external customers.
  • The position offers a base salary range of $75,000.00 to $100,000.00 with potential eligibility for discretionary revenue share compensation.

Matching Summary

The role involves assisting Financial Advisors by analyzing portfolio analytics, asset allocation, and investment holdings to make appropriate recommendations.

Salary

Base: $75,000.00 to $100,000.00; Bonus/Equity: Eligible for discretionary revenue share; Benefits: Not specified

Skills & Requirements

Must-have

  • Fluent in English and Spanish verbal and written
  • Bachelor's degree in Finance or Business Administration
  • Three years experience in financial services market research
  • Series 7 and Series 63/65/66 licenses required
  • Proficiency in portfolio analysis software and tools

Nice-to-have

  • Experience with estate planning and trust principles
  • Ability to manage multiple tasks in fast-paced environment
  • Strong strategic planning skills for client retention
  • Participation in professional organizations and activities

Key Requirements

  • Bachelor's degree in Accounting, Business Administration, or Finance
  • Minimum three years of experience in financial services industry
  • Required FINRA licenses: SIE, Series 7, Series 63, 65, or 66
  • Bilingual proficiency in English and Spanish (Verbal & Written)

Work Rights

Not specified

Tailored Resume

Cover Letter