Investment Advisor Job at FL Putnam Investment Management, Reston, VA

eDlQYithYWJmeTd4Mi9Fc0Q5Q0EyNW9o
  • FL Putnam Investment Management
  • Reston, VA

Job Description

Job Description

Job Description

We are seeking an Investment Advisor (IA) to join our Reston, Virginia 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 Reston, VA 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

Extended Stay Premier Pittsburgh

Hotel Houseman Job at Extended Stay Premier Pittsburgh

 ...the cleanliness, safety, and overall appearance of the hotel. This position supports the housekeeping and maintenance teams by ensuring all public areas,...  ...walking, bending, and lifting up to 25 pounds. No prior experience or training required; on-the-job training provided.... 

Weston & Sampson

Remote Civil CAD Designer (AutoCAD Civil 3D) Job at Weston & Sampson

 ...A civil engineering firm is seeking a motivated Civil CAD designer with 5+ years of experience in AutoCAD Civil 3D. The successful candidate will support the design of various infrastructure projects, including stormwater and utility designs. Responsibilities include... 

AMSYS Talent

GIS Specialist Job at AMSYS Talent

 ...Overview: Rapidly expanding Network Infrastructure Solutions company based in Houston is seeking a GIS specialist to join our team. This position will be responsible for creating network maps, construction prints, BOM's, and analyzing data sets. We are seeking someone... 

MaineHealth

Nursing Unit Secretary - NICU Job at MaineHealth

 ...time MaineHealth is offering a $3,000 sign on bonuses for Nursing Unit Secretaries Eligible candidates are hired (offer accepted)...  ...Street, Portland, ME Schedule: 24 hour per week / NIGHT shift Remote: On-site only (no remote flexibility) Unit Bio The NICU/... 

Aulani, A Disney Resort & Spa

Housekeeping Houseperson - Hotel Cleaning & Guest Services Associate Job at Aulani, A Disney Resort & Spa

 ...Knowledgeable about Resort and surrounding area Preferred Qualifications: Previous experience cleaning - office buildings, hospitals, restaurants, etc. Knowledgeable about Resort and surrounding area Basic computer knowledge Full availability seven (7)...