Sunday, September 16, 2012

Investment Advisor

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Family Investment Center is an award-winning SEC-Registered investment advisor, providing discretionary portfolio management for several hundred key clients. The firm is commission-free and all revenue is direct fees from clients. Family Investment Center is a member of the National Association of Personal Financial Advisors (NAPFA) and adheres to stringent ethical guidelines. The firm is employee-owned and advisors are salaried professionals.

We are seeking an energetic advisor to provide investment guidance for clients and our four-person advisory team. Provide analysis on a variety of investments, including stocks, bonds, and mutual funds, and develop company-wide strategies for client investing. Analyze financial information for implementing an appropriate investment strategy for each client. Review client portfolios on ongoing basis for rebalancing or other recommendations. Educate clients on the type of investments best suited for the client's portfolio, level of wealth, and long-term goals. When necessary, collaborate with legal professionals and certified public accountants in order to provide the highest level of knowledge and expertise. Participate in presentations, lectures, and seminars.

Personal/Professional Growth: 
The fee-only compensation model provides considerable potential to serve families, nonprofits, and other specialized clients, without the burden of sales commissions. We are particularly interested in ambitious colleagues who seek profitable ways to serve expanded markets. Family Investment Center is open to - in fact, encourages - innovative ideas. 

Specialized skills include: 

Strong analytical, mathematical, and problem solving skills

Good communication skills, both oral and written 


Ability to work independently, motivated 


Computer literate with the ability to create spreadsheets and statistical packages 

Salary will be negotiated based on industry experience and existing client base (if any).

The successful candidate will hold appropriate licenses and credentials, and a clean record with investment regulators. The position requires considerable interaction with clients, employees, and community leaders. Quality communication skills are a requisite. 

Source - Kansas City Star


Please refer to the Job Description to view the requirements for this job

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