Job Title

Asset Allocator

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Job Description

A wealth management firm with four different areas of practice: wealth advisory, strategic advisory, private equity, and alternative equity. It has a culture that values transparency, ownership of projects, and teamwork.

Ideal Candidate:

  • Bachelor’s degree in related field
  • Someone who has experience with finance or sales with a business development background
  • Driven by numbers and eager to learn
  • Someone with experience of asset allocation
  • Someone with a can-do attitude who is organized and can thrive in a fast paced environment
  • Willing to take on administrative tasks associated with role
  • Able to perform other duties as required
  • Willing to do part time and full time
  • Wealth management knowledge a plus

This position offers the ability to work remotely.

Salary range: Base salary $90 to 150k depending on experience with commission and benefits offered.

Please contact Jobs@beboldbeuma.com with subject “Interest in Asset Allocator position” and resume attached.

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