Status Category:
Full-Time Exempt/Non-Exempt:
Exempt Scheduled Hours Per Week:
40 CBIZ, Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what's next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 21 major markets coast to coast. CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers. Essential Functions and Primary Duties:
- Develops and recommends client-centric investment portfolios using all of CBIZ's proprietary investment solutions as well as third party products as permitted on our approved platforms
- Conducts in-depth portfolio analysis regarding asset allocation, product selection, and strategic implementation
- Responsible for on-going account management regarding portfolio activity including withdrawals, contributions, and rebalancing
- Provides strategic asset allocation recommendations to individual clients based upon risk tolerance, tax status, and desired goals
- Prepares quarterly economic analysis reviews
- Prepares quarterly attribution reports
- Analyzes defined benefit plan liabilities and develops recommendations for the construction of investment strategies
- Models various asset allocation portfolios for review
- Researches and responds to client questions
- Additional responsibilities as assigned
Preferred Qualifications:
Minimum Qualifications:
- High School Diploma or GED
- At least three years of professional, DB investment management experience
- Possesses comprehensive knowledge of industry and professional concepts, principles, practices, and procedures
- Possesses comprehensive knowledge of pertinent laws, regulations and professional standards
- Proficient use of applicable technology
- Proficient use of MS Office Suite (Outlook, Word, Excel, PowerPoint) and enterprise communication and travel solutions (Concur, Skype)
- Experience performing work that requires initiative and leadership skills
- Pursuing Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP) designations
- Ability to anticipate and elicit customer needs
- Ability to self-learn and develop business and technical knowledge quickly
- Motivated team player with demonstrated interpersonal skills
- Comfortable working with quick turnaround times and deadlines
- Excellent communication skills with the ability to effectively interact with individuals at all levels of the organization
- Ability to travel as necessary
#LI-OD1 #LI-Hybrid
CBIZ.Jobs Category: Client Management REASONABLE ACCOMMODATION If you are a qualified individual with a disability you may request reasonable accommodation if you are unable or limited in your ability to use or access this site as a result of your disability. You can request a reasonable accommodation by calling 844-558-1414 (toll free) or send an email to accom@cbiz.com.
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EQUAL OPPORTUNITY EMPLOYER CBIZ is an affirmative action-equal opportunity employer and reviews applications for employment without regard to the applicant's race, color, religion, national origin, ancestry, age, gender, gender identity, marital status, military status, veteran status, sexual orientation, disability, or medical condition or any other reason prohibited by law. If you would like more information about your EEO rights as an applicant under the law, please visit these following pages EEO is the Law and EEO is the Law Supplement.
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PAY TRANSPARENCY PROTECTION NOTIFICATION
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Notice to Third-Party Agencies CBIZ does not accept unsolicited resumes from recruiters or agencies. Any staffing/employment agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become the property of CBIZ. CBIZ will have the right to hire that applicant at its discretion and without any fee owed to submitting staffing/employment agency, person or entity.
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CBIZ
Jan 07, 2025