FPA of Miami Career Center

Portfolio Analyst

Financial Planning · Plantation, Florida

The Portfolio Analyst will work closely with the CIO and financial advisors to analyze portfolios and make recommendations to our professionals. The ideal candidate will have a passion for investments, research, data, and in providing superior client service. He or she will be the liaison between the CIO and the advisory team regarding asset allocation, market updates and will perform due diligence on specific investment choices and vendors. A key responsibility will be to give financial advisors valuable analysis and insights into prospective and existing client portfolios and to assist in portfolio reviews. In this role you will have to be very hands on and will have the opportunity to lead projects to streamline investment management, portfolio analysis and rebalancing, and you will work with the operations team to implement innovative tools and solutions that drive portfolio management efficiency.

 

In this position, your typical day might include the following:

  • Analyzing performance, style, and risk measures for investment portfolios

  • Managing the ongoing review and rebalancing of client portfolios, including the investment of new assets

  • Generating trade recommendations and working with operations team and custodians to execute transactions

  • Reviewing client account(s) and preparing portfolio reviews at the request of Financial Advisors

  • Recommending underlying investment options in individual portfolios and in managed retirement plans

  • Creating portfolio reviews for planning clients with recommendations that include a commentary on the current and recommended allocation

  • Working with Financial Advisors to understand client’s needs, risk, and portfolio objectives, and developing adequate investment policy statements

  • Keeping abreast of current market conditions and changes through industry conferences, market outlooks and direct contact with asset managers

  • Providing analysis of new and existing vendors and reviewing software and technology enhancements

  • Assisting in forming Investment Committee policy and coordinating Investment Committee meetings

  • Assisting with the “Quarter-end Process” including account reconciliation and report preparation, as well as quarterly webinar preparation.


Tobias Financial Advisors, established in 1980, provides team-oriented, fee-only comprehensive personalized wealth management services to a select group of clients. Our vision is to educate, inspire and prepare clients so that they can live the lives that they want. We take pride in listening to and understanding the needs of each client, and in delivering comprehensive wealth management that is always in the best interest of the client.

 

To be successful in this role, you should be passionate about your work and the services that we deliver to clients. You are a team player who is open, honest, and transparent. You value the community and social responsibility, and are looking to be in a supporting, fun, caring, and welcoming environment.

 

The skills and qualifications that you will need to succeed are:

  • Bachelor’s degree and at least 2 to 5 years of portfolio experience.

  • CFP® and/or CFA Level II or Level III a plus

  • Knowledge of various investment securities, their characteristics, and behavior in market environments

  • Experience with portfolio trading and rebalancing tools is a plus

  • Experience with cash flow modeling, scenario analysis and Monte Carlo analysis is valuable

  • Ability to interpret investment performance and risk reporting from various sources, with knowledge of the characteristics of various investment account structures and products

  • Highly proficient in excel and understand portfolio management and modern portfolio theory

  • Demonstrated passion for the Financial Planning profession

  • Ability to identify, meet, and follow through with client needs and requirements

  • Organized with a strong attention to detail and ethical standards

 

*Applicants must be able to pass a background check.

PARAPLANNER 

Are you looking for an opportunity to develop your skills as a Financial Planning professional in a safe environment? Do you enjoy helping others reach their goals and live a peaceful life? Then the Paraplanner position at Miller Wealth Advisors, LLC could be for you. We are looking for someone who is interested in taking their career to the next level by assisting senior team members with business growth. This candidate needs to have a passion for financial planning and be committed to the profession for the long-term success of our clients and firm.

 

Essential Duties and Responsibilities:

  • Assist in client meetings to gather information to develop a financial plan

  • Onboarding new clients into financial planning software (eMoney)

  • Organize, coordinate, and maintain client paperwork

  • Handle client service requests including processing name and address changes, account applications and bank authorizations, answering client questions via telephone, email, and face to face

  • Provide high quality customer service and demonstrate creative problem solving to resolve client issues

  • Prepare client reviews (insurance and investment)

  • Assist with answering phone calls and scheduling client appointments

 

Core Competencies:

  • Profound customer service skills

  • Clear and professional written and verbal communication skills

  • Ability to take complete and accurate notes

  • Maintain confidentiality

  • Problem solving and rule-based analytical decision making

  • Multi-tasking, prioritizing and organizational skills

  • Meet deadlines and maintain close attention to detail

  • Quick learner and self-starter

 

Experience and Education Requirements:

  • College level courses in business/finance

  • 1-3 years securities or related industry experience

  • Series 7 and Life & Health Insurance License (or willingness to obtain)

  • Experience with Microsoft Office Suite (Outlook, Excel, Word, etc.)

 

Preferences:

  • CFP® designation (or willingness to obtain)

 

Physical Demands - While performing the duties of this job, the employee will be required to sit, use hands, reach with hands and arms, and talk and hear. The employee is occasionally required to stand or walk and climb stairs.

 

Benefits - Paid holidays, paid vacation, sick/personal days, 401(k), health insurance

 

Learn more about us on our website: https://www.millerwealthadvisors.com/

Licensed Mortgage Loan Officer - Outside Sales - Eastern U.S.

Image 136_General B2B_Recruiting NFS Rev

AAG is the #1 Home Equity Conversion Mortgage (HECM) Lender in America with an array of home equity solutions, including FHA-insured HECM and proprietary jumbo reverse mortgages, traditional FHA and VA forward loans, and conventional mortgage options.

 

Join our team! 

 

Apply Here 

 

www.aag.com/legal-information/  www.nmlsconsumeraccess.org  NMLS ID: 9392 NMLS ID: 506542

Practice Manager

To apply contact:- 

German M. Ramirez, CFP®

Managing Director

305-809-7642

german@certaplanning.com

CONTACT US

FPA Members - To add new job postings contact:-

Beverley Todd
Executive Director 

FPA of Miami

executivedirector@fpamiami.org
786-581-0556 | Direct: 786-735-2082

Ready to leave a mark? Contact us!

Vision:  To elevate the profession that transforms lives through the power of financial planning.

 

Mission:  The FPA of Miami seeks to create an indispensable professional community experience by promoting the financial planning profession.  To that end, we aim to be extraordinary in our programs, advocacy efforts, and service.  

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