Portfolio Services Associate
Martel Wealth Advisors, Inc. is an independent investment management firm based in the Pacific Northwest. Advising clients since 1982, our philosophy has been to provide outstanding customized investment advice and retirement planning services. The practice, supported by a dedicated team of specialists, offers our clients an impressive array of investment and retirement planning opportunities to assist individuals and small businesses with the management of their wealth.
Our office is located on the north bank of the Columbia River in Vancouver, WA, though we work with clients spanning 10+ states. We can offer you an exciting, fast-paced work environment, a culture of mutual respect and the opportunity to play a vital role in our growth. By combining your talent with our strength, we can achieve great results.
What You’ll Do:
We are seeking a Portfolio Service Associate to directly support our Director of Portfolio Services. You’ll gain hands on experience in portfolio management, fund selection, trading, and wealth management. We are a truly independent firm, enabling us to have full discretion over the funds and strategies we pursue.
Job Responsibilities will include:
•Working with asset allocation, and portfolio structuring including continuous portfolio management, rebalancing and tax management
•Research mutual funds, ETFs and fixed income investments
•Prepare customized proposals for new and existing accounts
•Prepare and distribute various reports to clients
Who We’re Looking For:
The associate should have a strong passion for investing, financial markets, and economics. The role will require initiative, an owner mentality, and a strong blend of analytical and interpersonal skills. Given the nature of our business, a high degree of trust, discretion and confidentiality is paramount.
•College degree in finance, economics, accounting, or mathematics
•0-3 years of working experience in the financial services industry
•Analytical skills working with asset allocation and portfolio structure
•Able to work independently with strong administrative and problem-solving skills
•Strong communication skills – verbal and written
•Must be accurate while exercising good judgement
•Ability to prioritize assignments and recognize urgency
•High degree of confidentiality and trust
•Proficient in Microsoft Office, particularly Excel. Prefer experience with Junxure (CRM), Portfolio Center or equivalent
•Progress towards a CFA charterholder or CFP designation is favorable
What We Offer:
Working directly with our Director of Portfolio Services, you’ll gain hands on experience and one on one training in investment management across a variety of investment strategies and client types. This role provides opportunities for long term advancement and growth of responsibilities with us. Our firm employs both CFP and CFA charterholders, and you’ll have the chance to experience and progress in multiple areas of the business as your interests evolve. We have a close-knit team and take pride in the fact that our firm has very little employee attrition. Our centrally located, river front office provides for an exciting place to work and we enjoy regular team outings around the Portland-SW Washington area throughout the year. If you’re someone with a long-term interest in investing, who’s a team player, and has a love of the Pacific Northwest, come join us!