We are seeking an experienced, financial professional with a deep understanding of the markets and a strong relationship-oriented approach to join our registered investment advisory firm as a Junior Investment Advisor. This role is responsible for helping our wealth management clients protect, preserve, and grow wealth responsibly.
As a Junior Investment Advisor, you will work collaboratively with investment advisors, clients, and other team members to develop and implement strategic investment solutions. As asset allocators we do not buy and sell individual stocks, we find strategies with a competitive advantage in each asset class. You will partner with clients to understand their objectives and guide decisions to strategically meet their ultimate financial goals. Additionally, this role requires a strong understanding of the challenges faced by families of wealth, a high sense of urgency, and the ability to prioritize effectively for both you and the team.
Success in this role means you can efficiently rebalance complex entities or portfolios within our rebalancing system. You must become well-versed in our investment process, with the ability to articulate our investment options in detail, paired with an ability to break down complex financial concepts into clear, easy-to-understand explanations for clients. You will serve as a coach, mentor, and leader within the firm, supporting both colleagues and clients. Finally, you must demonstrate a strong sense of urgency, setting clear priorities for yourself and the entire team.
To apply, email your resume to hr@sendero.com.
Sendero® is a boutique, independent partner-led, employee-owned firm created to help families focus on navigating wealth and the complexities surrounding wealth. Each of the Sendero® partners brings decades of professional and personal experience to situations. In addition to having a deeply experienced and sophisticated investment team, we have developed the expertise to deal with complex, multi-generational family needs. Incorporating institutional practices allows us to create a disciplined and thoughtful approach to the significant challenges that families face. We focus on creating sustainable, repeatable, long-term plans for our clients that include public and private investments, acquisition and disposition of business and personal assets, risk management, family office management, family foundation management, and multi-generational legacy training, as appropriate. In addition, we have developed a dedicated program that focuses on women. For more information, visit sendero.com.
