Job Description
WILLIS ECKFELDT, a personal financial planning, and investment firm in Mercer Island, is searching for a PORTFOLIO MANAGER to deliver trading, portfolio allocation, and financial planning excellence to the team and families we serve. This position will provide hands-on support to the advisors and clients, helping maintain and enhance overall efficiencies.
The PORTFOLIO MANAGER must possess exceptional organizational skills and can prioritize tasks and manage time effectively. Must be able to maintain organizational systems and adapt to fit different managers’ styles. The ideal candidate will be professional and poised and value integrity and honesty. We seek someone with strong leadership and project management skills, who takes pride in owning their work with excellent follow through. Must be extremely service oriented. This is not an advisory position and will not lead to becoming an advisor.
Key Responsibilities of the PORTFOLIO MANAGER:
o Execute trades on the following platforms: Clientworks (LPL Financial), Wealthscape (Fidelity), Schwab Advisor Center (Charles Schwab), DST Vision, various mutual fund websites
o Review existing client portfolio allocations to determine if a rebalance is appropriate
o Prepare reallocation of new client portfolios
o Build up cash in accounts for distributions/withdrawals or management fees
o Make investment and planning recommendations and present to advisors
o Monitor plans on a semi-annual or annual basis and update as needed
o Communicate with clients during financial plan construction process
o Identify planning opportunities for prospective and current clients
o Monitor cash level in client accounts for distributions/withdrawals, management fees, excess cash
o Before the end of each quarter review advisory accounts for sufficient cash to cover management fees
o Calculate and make necessary adjustments to AUM percentage fee for specific clients
WHAT THE SUCCESSFUL PORTFOLIO MANAGER WILL HAVE:
OVERVIEW OF WILLIS ECKFELDT
Willis Eckfeldt is a small, highly successful financial services company based in Mercer Island. We are committed to providing unexcelled service to our clients, helping them to prosper through our attention to their financial needs and goals combined with in-depth investment research and cutting-edge strategies. It’s our mission to offer a personalized, hands-on approach to a select clientele thus we strive to be responsive and empathetic as well as trusted and knowledgeable.
OUTSTANDING BENEFITS INCLUDE:
Willis Eckfeldt places a high priority on work life integration by placing value on employees’ whole self through in-office mind/body practices, creating a supportive, harmonious, and enriching work atmosphere; thus personality and “fit” are as important as skills and work ethic.
All Things HR, an external HR Consulting Company, has partnered with Willis Eckfeldt to assist with the hiring process. If this position looks like a fit for you, submit your resume and cover letter.
Company Description
Willis Eckfeldt is a small, highly successful financial services company based in Mercer Island. We are committed to providing unparalleled service to our clients, helping them to prosper through our attention to their financial needs and goals combined with in-depth investment research and cutting-edge strategies. It’s our mission to offer a personalized, hands-on approach to a select clientele thus we strive to be responsive and empathetic as well as trusted and knowledgeable.