Asset Management Associate

Financial Integrators is a comprehensive wealth management firm that simplifies complex financial landscapes for individuals, families, and business owners. They are seeking an Asset Management Associate to manage trading and portfolio execution, support the Investment Committee, and maintain data integrity to ensure high-quality service for clients.ResponsibilitiesTrade financial securities and rebalance client accountsMonitor account deposits and transfers to ensure capital is working efficiently for our clientsScreen and trade fixed income productsRaise funds for distributions and contributions while managing the liquidity needs of diverse portfoliosConnect with advisors and clients to obtain trade approvals (with appropriate licensure) to provide excellent customer service and clarityFollow Investment Committee guidanceRecommend and monitor investment options specifically for retirement plansGenerate high-quality proposals and "what-if" hypotheticals to help clients visualize their financial futureUpdate and generate meeting and trading files and reportsLeverage databases to maintain and retrieve accurate account informationMaintain consistent, high-quality documentation and controls across all operational workflows and systemsSkillsBachelor's degree (or equivalent certification/experience) in Finance, Economics, or a related field0+ years in the financial industry; we value a solid understanding of investments and financial planning strategiesStrong financial and analytical skills with the ability to work efficiently and accuratelyExceptional attention to detail; you are someone who catches the small things before they become big thingsYou are a self-starter, a problem solver, and a team player with excellent communication and relationship-building skillsAbility to sit or stand for extended periods in an office environmentWork on a computer for long durationsOccasionally lift up to 15 poundsBenefitsComprehensive medical, dental, and vision optionsCompany-paid disability and life insurancePTOPaid holidaysVolunteer time offPaid parental leave401(k) planRobust Employee Assistance Program for professional supportCompany OverviewAt Financial Integrators we believe many people lack professional guidance in an ever-growing complex financial world. It was founded in 2012, and is headquartered in Coralville, Iowa, USA, with a workforce of 51-200 employees. Its website is https://bfsfinancialplanning.com.



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