.. to obtain) a dedicated hardwired internet connection that meets Intuit Security criteria and a quiet location in which to work. For internal use: tst biz .. and expertise in the field of business tax preparation and books to tax Accounting entries. Utilize and leverage government websites, professional resources, .. read more
Position Summary:
Provide effective financial counseling and investment advice to corporate executives and high net worth clients.
Proactively develop client relationships and new business.
Education / Experience Requirements:
* Bachelor’s Degree, preferably in finance, financial planning, accounting, economics, or tax
* Preferred designations: MBA, CFA, CFP, or CHFC
* Prefer 2-5 years experience as a financial analyst or financial counselor in a wealth management environment
Knowledge and Skills Requirements:
* Desire to establish new relationships and build business
* Advanced knowledge of financial counseling, including financial security, investments, income taxes, estate planning, insurance, retirement options, corporate compensation and employee benefits
* Ability to maintain confidentiality
* Ability to quickly grasp changing situations and react appropriately
* Demonstrated social presence and social awareness
* Willing and able to learn and adapt to new situations and responsibilities
* Exceptional oral and written communication skills
* Demonstrated desire to reach out to people, understand their needs and maintain frequent contact
* Desire to continually learn and work hard
* Superior organizational skills, attention to detail, follow-through and accuracy
* Ability to travel about 40% of the time
Responsibilities:
* Provide financial counseling and investment management services to AMG clients that meet AMG’s standards and practices
* Maintain highly respected and confidential relationships with AMG clients
* Maintain the highest level of client satisfaction with AMG’s services
* Take initiative, provide valued advice and be proactive with clients
* Develop new business; obtain and follow up on referrals to new clients; use prospect database appropriately
* Fully understand and help market the full array of AMG’s services
* Help build AMG’s image in the community
* Understand and be able to explain AMG’s methodologies, economic scenarios and recommendations
* Contribute to effective and efficient firmwide financial counseling practices, as requested
* Maintain highly effective and respectful working relationships with AMG staff of all levels
* Manage and supervise any professional and support reporting staff in a manner designed to meet client, employee and firm needs
* Maintain up-to-date knowledge of all investment and financial counseling-related subject areas
* Effectively set and communicate priorities
* Regularly attend and participate in conference calls and staff meetings
* Demonstrate a positive attitude, self-motivation, hard work, follow-through, high-quality work, accuracy, attention to detail
* Exercise effective judgment
* Adapt to changes and new responsibilities
* Other duties as assigned
* Job applications will be accepted through October 31 , 2024
Job Type: Full-time
Pay: $70,000.00 - $100,000.00 per year
Benefits:
* 401(k)
* 401(k) matching
* Dental insurance
* Dependent care reimbursement
* Employee assistance program
* Flexible spending account
* Health insurance
* Health savings account
* Life insurance
* Paid time off
* Parental leave
* Professional development assistance
* Referral program
* Tuition reimbursement
* Vision insurance
Education:
* Bachelor's (Required)
Experience:
* Microsoft Excel: 3 years (Required)
* Personal wealth management: 2 years (Required)
* Financial analysis: 2 years (Required)
Language:
* English (Required)
License/Certification:
* CFA (Preferred)
* CFP (Preferred)
Location:
* Denver, CO 80111 (Required)
Ability to Commute:
* Denver, CO 80111 (Required)
Willingness to travel:
* 25% (Preferred)
Work Location: In person
Provide effective financial counseling and investment advice to corporate executives and high net worth clients.
Proactively develop client relationships and new business.
Education / Experience Requirements:
* Bachelor’s Degree, preferably in finance, financial planning, accounting, economics, or tax
* Preferred designations: MBA, CFA, CFP, or CHFC
* Prefer 2-5 years experience as a financial analyst or financial counselor in a wealth management environment
Knowledge and Skills Requirements:
* Desire to establish new relationships and build business
* Advanced knowledge of financial counseling, including financial security, investments, income taxes, estate planning, insurance, retirement options, corporate compensation and employee benefits
* Ability to maintain confidentiality
* Ability to quickly grasp changing situations and react appropriately
* Demonstrated social presence and social awareness
* Willing and able to learn and adapt to new situations and responsibilities
* Exceptional oral and written communication skills
* Demonstrated desire to reach out to people, understand their needs and maintain frequent contact
* Desire to continually learn and work hard
* Superior organizational skills, attention to detail, follow-through and accuracy
* Ability to travel about 40% of the time
Responsibilities:
* Provide financial counseling and investment management services to AMG clients that meet AMG’s standards and practices
* Maintain highly respected and confidential relationships with AMG clients
* Maintain the highest level of client satisfaction with AMG’s services
* Take initiative, provide valued advice and be proactive with clients
* Develop new business; obtain and follow up on referrals to new clients; use prospect database appropriately
* Fully understand and help market the full array of AMG’s services
* Help build AMG’s image in the community
* Understand and be able to explain AMG’s methodologies, economic scenarios and recommendations
* Contribute to effective and efficient firmwide financial counseling practices, as requested
* Maintain highly effective and respectful working relationships with AMG staff of all levels
* Manage and supervise any professional and support reporting staff in a manner designed to meet client, employee and firm needs
* Maintain up-to-date knowledge of all investment and financial counseling-related subject areas
* Effectively set and communicate priorities
* Regularly attend and participate in conference calls and staff meetings
* Demonstrate a positive attitude, self-motivation, hard work, follow-through, high-quality work, accuracy, attention to detail
* Exercise effective judgment
* Adapt to changes and new responsibilities
* Other duties as assigned
* Job applications will be accepted through October 31 , 2024
Job Type: Full-time
Pay: $70,000.00 - $100,000.00 per year
Benefits:
* 401(k)
* 401(k) matching
* Dental insurance
* Dependent care reimbursement
* Employee assistance program
* Flexible spending account
* Health insurance
* Health savings account
* Life insurance
* Paid time off
* Parental leave
* Professional development assistance
* Referral program
* Tuition reimbursement
* Vision insurance
Education:
* Bachelor's (Required)
Experience:
* Microsoft Excel: 3 years (Required)
* Personal wealth management: 2 years (Required)
* Financial analysis: 2 years (Required)
Language:
* English (Required)
License/Certification:
* CFA (Preferred)
* CFP (Preferred)
Location:
* Denver, CO 80111 (Required)
Ability to Commute:
* Denver, CO 80111 (Required)
Willingness to travel:
* 25% (Preferred)
Work Location: In person
