Associate Investment Advisor

For 65 years, Schneider Downs has provided accounting, tax and consulting services through our team of innovative thought leaders who are committed to our approach of providing Big Thinking with a Personal Focus.

Our client roster includes a diverse blend of well-established regional businesses, not-for-profits and exciting start-ups. Regardless of industry or corporate profile, our clients receive the highest level of responsiveness, proactivity and personal attention to their individual needs. We call that commitment the SD Standard and it's what makes us different.

At Schneider Downs, we believe that diversity, equity and inclusion contribute to a better company, better client services and a better world. We want everyone to feel they can be themselves by sharing the wide range of perspectives they represent, thereby fostering an environment where differences are truly valued and celebrated. Fostering this type of environment empowers our colleagues to do their best work and we encourage everyone to consider becoming a part of it.

Schneider Downs Wealth Management Advisors (SDWMA), an affiliate of Schneider Downs, is a Registered Investment Advisor specializing in investment advisory services and personal financial planning for high-net-worth individuals, as well as investment advisory service to retirement plans, including investment menu design and oversight, investment analysis, financial planning, and general education for retirement plan participants.

SUMMARY - ASSOCIATE INVESTMENT ADVISOR

The Associate Investment Advisor will work with other investment experts and client service professionals to deliver investment management and financial planning services to high-net-worth individuals and families. The successful candidate will provide support to senior advisors while learning all aspects of our firms' philosophy and business. This position, given the success of the candidate, will develop into an investment advisor position.

RESPONSIBILITIES - ASSOCIATE INVESTMENT ADVISOR

• Work closely with Advisors to provide analysis, input and recommendations for prospect and client financial situations, and create appropriate financial planning schedules
• Prepare and/or assist with the creation of client reports such as financial statements, asset allocation analyses, investment policy statements, investment proposals
• Participate in Financial Planning, Investment Committee and Portfolio Management meetings, pursuing comprehensive knowledge to apply to client planning and investment activities
• Work with senior advisors to respond to client requests

QUALIFICATIONS - ASSOCIATE INVESTMENT ADVISOR

Required:

• Bachelor's degree from an accredited college or university is required
• Minimum of three years of experience in investment management and/or financial advisory services is required

Preferred:

• CFP designation is strongly preferred, but not required

Other:

• Proficiency in Microsoft Office Suite and Morningstar, as well as familiarity with financial planning, securities balancing software and client relationship management software
• Ability to set priorities and multitask
• Strong analytical and financial skills
• Excellent written and oral communication skills
• Highly self-motivated with a demonstrated commitment to professional and educational growth
• Attention to detail, organizational skills, and an unwavering commitment to prompt and accurate follow-through on tasks are essential
• Desire/ability to work successfully in a growth oriented, small company environment

At Schneider Downs, we recognize that our culture is our identity. It is the building block of what makes us unique. Even as we grow, we are working hard to retain that same close-knit culture and continuously promote a positive, supportive work environment through our core values: Care, Integrity, Balance, Respect and Drive.

We strive to provide a work/life balance that fits for each and every one of our employees. We are pleased to present a comprehensive benefits package that makes being employed by Schneider Downs more than just work. Below are some of the benefits we offer.

• Competitive compensation
• Insurance, including health, dental and vision, that begin on day one
• 20+ days of paid time off and 12 paid holidays
• Parental leave, family care leave, and personal days
• 401(k) plans and profit sharing
• Education assistance program, qualified transportation reimbursement plan, and pet insurance

Schneider Downs is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, and other protected characteristics.

Schneider Downs does not accept unsolicited referrals for vacancies, and any unsolicited referral will become the property of Schneider Downs. Upon hire, no fee will be owed to the agency, person, or entity.

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