Job Description

Gage Wealth Advisors is a private wealth advisory practice of Ameriprise Financial Services, Inc. Our firm provides comprehensive financial and investment planning. We pride ourselves on providing excellent advice and outstanding service to our clients. Gage Wealth Advisors has 7 advisors and 8 staff members working out of offices in Newton, Braintree, and Mystic, Connecticut. The firm has grown primarily through organic growth and referrals — speaking volumes about our reputation and client service abilities. We strive to provide stellar customer service to all our clients – our clients are part of our family!

We are seeking an Investment Specialist to work in partnership with our Investment Manager. This individual would play an integral role on our investment team.

This is a full-time position working in the Auburndale (Newton) office with a full benefits package available. We are an equal opportunity employer.

INVESTMENT SPECIALIST JOB RESPONSIBILITIES:

· Accept verbal confirmations from clients to perform daily trade and transactional needs.

· Respond to client account or transactional questions.

· Assist in daily rebalances of investment portfolios.

· Assist in the execution of annual Required Minimum Distributions (RMD’s).

· Assist with operational tasks for quarterly rebalance.

· Work closely with the Investment Manager on daily tasks, timely projects, and overall process and execution of the investments for the team.

INVESTMENT SPECIALIST SKILLS AND QUALIFICATIONS:

· Full Securities License (Series 7 & 66 or 63). Thomson One or Vestmark experience preferred, but not required.

· Bachelor’s degree.

· Ability to organize, multitask, and prioritize.

· Be proactive, reliable, responsible and accurate with a high attention to detail.

· Self-motivated with a positive and professional approach to working with a team.