Job Description

Our mission is to help improve our clients’ quality of life through confidence in their financial planning. Our values include family, integrity, honesty, growth, and fun.

Job Summary

The Investment Planning Analyst is responsible for maintaining client portfolios, and for developing financial plans for clients using our PX software. This role focuses on managing existing accounts & investment models.  We focus on optimizing the relationship between Risk and Return within the client’s risk tolerance. Associates will excel in this role through multi-tasking, demonstrating an understanding of portfolio theory and asset allocation, and expressing curiosity of investments, the economy, and financial planning.

Key Responsibilities

• Case Prep
  • Each of the below will need to be learned and mastered as quickly as possible – note that Illustrations and PXs are created via proprietary software
    • Illustrations
    • YCharts comparisons (YCharts is an online investment analysis website, similar to Morningstar)
    • Creating PX plans, updating existing PX plans, editing PX plans
• Trading
  • Monitor exceptions/violations, particularly in taxable accounts
  • Sell to raise cash at regular intervals
  • Recommending buys in individual/JT/529 accounts
  • Master EnV2 (our advisory trading program) - Become expert in ‘block’ trading our investment models
• Analysis
  • Meeting with wholesalers, investigate and research investments and portfolio ideas
  • Intermittently evaluate portfolio models and potential changes
  • Be cognizant of funds we could employ in the future
  • Read articles sent via email from fund managers, on YCharts, etc.

• Series 7 licensed; able to contract quickly as an Associate Wealth Advisor
• Ability to commute to job location in Chesterfield, MO daily
• Demonstrate patience, open-mindedness, reliability, and dependability
• Professional level understanding of life insurance, investments, portfolios
• Technologically savvy, with the ability to learn new technology early and often
• Flexible and adaptable to the varying needs of the practice
• Collaborative, with the ability to work well with others on a team

• Industry licensing and continuing education expenses
• Personal and professional development opportunities, including pursuit of industry credentials such as CFP

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