Investment Advisor Job at FL Putnam Investment Management, Providence, RI

ZjZ3b0hySG40emFXVVNIWnlOUmo4Tkd0TXc9PQ==
  • FL Putnam Investment Management
  • Providence, RI

Job Description

Job Description

Job Description

We are seeking an Investment Advisor (IA) to join our Providence, Rhode Island office.

This team member will contribute to advising new and existing client relationships. The successful candidate will demonstrate a passion for working with clients to provide investment guidance, asset allocation, portfolio construction, and communication of investment results. The Investment Advisor will be responsible for managing client relationships as part of a team approach consisting of a Client Advisor and a Client Account Administrator.

Investment Advisor Duties:

  • Meets with clients on a regular basis, reviews accounts, investment strategy, and proactively manages client portfolios to meet goals and objectives in addition to responding to clients' questions and concerns
  • Develops & maintains role as trusted advisor for clients with specified investment objectives & policies
  • Invests accordingly to asset allocation committee recommendations where appropriate for clients
  • Actively participates in the asset allocation committee and stays abreast of global macro-economic environment
  • Promotes F.L.Putnam brand in the market and generates new business opportunities and expands existing business relationships
  • Networks & Represents firm in educational or promotional presentations

Qualifications:

  • CFA professional designation and bachelor's degree required
  • 7+ years of equivalent experience as an investment advisor
  • Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
  • Highly versed with all facets of asset allocation, investment strategies and client relationship management experience
  • Experience with Salesforce and Orion a plus
  • Experience developing new business through referrals and marketing
  • Ability to work collaboratively with others as part of a team
  • Strong community presence with an established network in the Providence, RI market
  • Demonstrates strong organizational skills and a disciplined and organized approach throughout their business

F.L.Putnam is an equal opportunity employer. We are committed to promoting an inclusive environment in service to one another and our clients. We do all of this with kindness, empathy, and respect for one another.

Job Tags

Work at office,

Similar Jobs

Kids Clubhouse

Lead Teacher at Busy Bee Academy Job at Kids Clubhouse

 ...:00-6:00. We are a smaller facility with only 24 kids and five classrooms total. We care for children between the ages of 13 months to 5 years old. The teacher position is in our 13-30 months classroom and there are 4 kids total. Duties Keep your room organized and... 

Barrick

El Nino - Experienced Underground Miner Job at Barrick

 ...Experienced Underground Miner Nevada Gold Mines is looking for an Experienced Underground Miner to join our El Nino Underground Operations Team. Responsibilities: Reporting to the Underground Operations Supervisor, the Experienced Underground Miner is responsible... 

Teamonecms

1099 Catastrophe Adjuster and or Examiner Job at Teamonecms

1099 Catastrophe Adjuster and or Examiner Team One is a premier claims management firm based in Irving, TX. We are experiencing tremendous growth on both the daily and catastrophe sides of our operation throughout the United States. Our dedication to providing the best... 

Woodleigh Chase by Erickson Senior Living

Security Gatehouse Officer Job at Woodleigh Chase by Erickson Senior Living

 ...to park in appropriate spaces Document all visitors and vendors/contractors via the standard gatehouse log in Inform the security and emergency services supervisor of any inspectors, government representatives, process servers, and law enforcement attempting to... 

Ace Hardware Corporation

Director, Social Media & Content Job at Ace Hardware Corporation

Job Description About This Role The Director Digital Social Media (internally known as Director, Social Media & Content) position leads all aspects of Ace's national and local (5,000+ stores) digital and social media efforts and assets. It sits squarely at the ...