Impress employers and recruiters.
Choose from hundreds of resume examples.

Target Resume Now

Perform all aspects of portfolio management to meet client objectives, while maintaining existing client relationships and developing new business.

Manage client portfolios to meet investment objectives and execute the firm's investment philosophy.
Oversee the client lifecycle, including building client resumes, evaluating risk parameters, establishing goals, creating investment plans, and monitoring financial situations.
Deepen existing client relationships through asset consolidation and positioning firm resources.
Adhere to all compliance mandates, including client reviews, documentation, and risk awareness.
Utilize relevant order management and Client Relationship Management technologies.
Grow assets under management through increased share of wallet and new client inflows, while focusing on retention.
Collaborate within the Wealth Advisor team structure to serve existing clients and develop new business.
Represent Orange Investment Advisors within its geographic footprint.
Maintain client confidentiality and trust.
Absorb large amounts of information and communicate opinions/advice to the Investment Policy Committee and clients.
Develop strategies to mitigate risk in client portfolios.
Make decisions that can have long-term effects on firm reputation and client satisfaction.
Communicate regularly with management, colleagues, and clients.
Prudently manage a miscellaneous expense budget.

Bachelor's Degree
Series 65/66
3-5 years of experience in the financial industry
Ability to absorb large amounts of information and communicate opinions/advice
Ability to develop strategies to mitigate risk
Ability to make decisions with long-term effects
Ability to work collaboratively and communicate ideas clearly
Ability to work independently
Ability to meet deadlines and work in a fast-paced environment
Proven track record of multi-tasking with a strong sense of urgency
Detail-oriented and organized with excellent follow-up, written and verbal skills
Ability to apply required regulatory and policy requirements when making decisions
Flexibility to work additional hours including nights, weekends and holidays, as required.
High volume of interactions in person and over the telephone.
Proficient in all aspects of technology
Frequently required to sit for prolonged periods of time.
Frequently required to talk and hear.
Normal range of vision and hearing abilities required.
Mobility required greeting and assisting employees and visitors.
Frequently required to skillfully operate a computer, telephone and other standard office equipment.
Travel between locations.
Occasionally travel outside of work location to attend meetings and training programs.
Occasionally lift and/or move up to 20 pounds.

Orange Investment Advisors, Inc. is committed to a policy of Equal Employment Opportunity.

External and internal applicants, as well as position incumbents, must be able to perform the essential job functions as set forth above.
Orange Investment Advisors, Inc. is committed to a policy of Equal Employment Opportunity and will not discriminate against an applicant or employee on the basis of age, sex, sexual orientation, race, color, creed, religion, ethnicity, national origin, alienage or citizenship, disability, marital status, military or veteran status or any other legally-recognized protected basis under federal, state or local laws, regulations or ordinances.
Upon request, individuals who are differently abled may be entitled to a reasonable accommodation.
A reasonable accommodation is a change in the way things are normally done that will ensure an equal employment opportunity without imposing an undue hardship on the firm.
Please inform the Human Resources Department if you need assistance completing any forms or to otherwise participate in the application process or, at the appropriate time, to perform the essential functions of the job.
This job description in no way states or implies that these are the only duties to be performed by an employee.
Additional functions and requirements may be assigned by supervisors as deemed appropriate, based on the employee’s knowledge, skill and ability as well as his/her mental and physical abilities.

Wealth Advisor (OIA) at Orange Bank & Trust Company

Wealth Advisor (OIA)