Work closely with Client Relationship Manager to prepare all necessary documentation for client account review meetings and maintaining client accounts.
Prepare and conduct client-facing investment, insurance reviews, analyses; retirement, life insurance, education, and social security
Help maintain client relationships and portfolio management
Daily client interaction via email and phone
Proactively identify/develop investment and insurance observations and recommendations
Develop investment proposal, retirement analysis, life insurance analysis, education analysis
Develop observations and recommendations (Implementation Schedule, Estate Plan Write-Up)
Prepare investment reviews
Develop investment models and asset allocation strategies (Investment Committee)
Research investment/insurance/annuity product developments, sales opportunities (L&L)
Execute trading and/or rebalancing
Create Insurance Quotes & Illustrations
Run in-force Insurance Illustrations and strategize with Client Relationship Manager
Data entry using planning software (designIt and eMoney)
Calculate Required Minimum Distributions (RMD)
Professional education required(CFP, CIMA, or CFA)
Applicants must be local to Hunt Valley, Maryland. There are no remote worksites for our firm.
This position does not involve any selling or business development
Additional Salary Information: Benefits are in addition to salary.
About Maller Wealth Advisors
Maller Wealth Advisors, headquartered in Hunt Valley, MD, specializes in sophisticated investment strategies, comprehensive financial planning, risk management services, business owner/key executive programs, and employee benefit solutions.
Maller Wealth Advisors was founded on the principle of providing high net worth individuals, families and business owners with a thorough analysis and exploration of their financial situation. We assist our clients by integrating all facets of their financial life into a single, comprehensive financial plan that addresses each aspect of their financial needs. By focusing on investment management and financial planning strategies, our goal is to ensure our clients achieve financial independence and maintain their standard of living, both today and tomorrow, and plan for their efficient transfer of wealth to future generations.