Hubbard Financial Group, a comprehensive Wealth Management and Financial Planning firm, affiliated with Northwestern Mutual in Waverly, IA is expanding.
Primary responsibilities include:
· Investment analysis - Build and monitor portfolios - Review performance and rebalance assets as necessary
· Financial Planning Analysis, including Tax Planning, Estate Planning and Wealth Management
· Conduct portfolio analysis, market research and economic forecasting
· Identify investment opportunities and risks
· Collaborate with analysts, traders, and financial advisors.
· Meet with clients to review portfolio performance and adjust strategies.
· Prepare performance reports and investment recommendations
· Help maintain client relationship management and service
· Working within a collaborative team environment for the benefit of our clients
· Strong communication with teammates, clients, and vendors, which includes email, phone, and in-person meetings
· Responsible for public communication on investment, financial planning, and economic conditions, updates and thought leadership
Ideal candidate will have:
· Several years experience in the financial services industry and/or tax/economic industry
· Insurance and securities licenses required (will need to have/obtain the following: Life/Health, SIE, Series 6, 63 & 7)
· Prefer CPA, CFP, or CFA or similar industry designation/education
· Qualified candidate should possess an aggressive “can-do” attitude and have proven ability to work independently and have entrepreneurial spirit
· Ability to work in a fast-paced environment, and work a flexible schedule, including early mornings or after 5:00
· May include some travel
· Analytical skills with strong attention to detail
· Team player with direct access to decision makers
· Excellent verbal and written communication skills
· High ethical, compliance, and confidentiality standards are a must
Competitive base salary dependent upon experience, as well as incentive compensation and flexible benefits package available. Hubbard Financial Group offers a great team environment and the opportunity to work with top notch clients.
Applicants should direct resumes and inquiries to Angie Hubbard – [email protected], 2020 3rd Ave NW Ste A, Waverly, IA 50677, or by calling 319.352.4589.
Pay: $77,560.48 - $150,000.00 per year
Benefits:
- 401(k) matching
- Bereavement leave
- Dental insurance
- Flexible schedule
- Health insurance
- Life insurance
- Paid time off
- Retirement plan
- Vision insurance
- Volunteer time off
Work Location: In person
