What are the responsibilities and job description for the Investment Executive position at IB Wealth Management?
Company Description
IB Wealth Management is an investment management team with several locations throughout Michigan and is part of Independent Bank's Financial Services Group that is committed to helping individuals, families, corporations, small businesses, and municipalities achieve their unique financial goals. With over 100 years of combined investment and financial planning experience, our dedicated team focuses on individual objectives to promote financial independence to build long lasting relationships. As an independent firm, we provide unbiased advice and recommendations tailored to clients' best interests and goals that are centered as a consultative and financial planning approach.
Role Description
This is a full-time on-site role for an Investment Executive at IB Wealth Management. The Investment Executive will be responsible for implementing investment strategies, managing client portfolios, conducting due diligence on investments, and overseeing finance-related tasks to support client objectives.
Qualifications
- Investment Strategies and Portfolio Management skills
- Experience in Investments and Finance
- Knowledge of Due Diligence processes
- Strong analytical and financial modeling skills
- Excellent communication and interpersonal skills
- Ability to work collaboratively and independently
- Relevant certifications such as CFP, or Series 7, Series 66, Life Accident & Health
- Bachelor's or Master's degree in Finance, Economics, or related field desired