Bloomington, Minnesota, United States · On-site
$90k–$120k/yr
Description THIS ROLE IS IN PERSON- Minneapolis and surrounding applicants only. Caissa Wealth Strategies serves affluent clients in their wealth management needs. We focus on financial planning, starting with the tax re…
Skills: Investment Portfolio Management, Asset Allocation, Portfolio Construction, Tamarac, Portfolio Analytics
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The Investment Advisor manages investment portfolios and supports client relationships by assisting with asset allocation and portfolio construction. Key duties include executing trades, conducting manager due diligence, and coordinating back-office operations to ensure accurate reporting.
Candidates must have over 5 years of investment portfolio management experience and proficiency in Tamarac or similar performance software. A bachelor's degree in Finance, Economics, or Accounting is required, along with a financial professional designation or progress toward one.
Description
Caissa Wealth Strategies serves affluent clients in their wealth management needs. We focus on financial planning, starting with the tax return, which drives our detailed investment management strategies. Our best client is the one who allows us to get into every detail of their financial future, integrate that detail and plan multiple steps ahead. Our Torpedo Proofing and Tranches of Income processes set CAISSA apart from other advisors, providing our clients the structure to make it through retirement in any market environment (check them out on our website!). Clients hire CAISSA to remove their financial anxieties by taking on the role of their personal CFO.
Our firm is growing, and we are looking to welcome an Investment Advisor to our team. As an Investment Advisor, you would be working closely with the Director of Investments to manage investment portfolios and support client relationships. The Investment Advisor would meaningfully assist with asset allocation, portfolio construction, and implementation of strategy.
Check us out at: www.CaissaWealth.com
Responsibilities
The Investment Advisor will work closely with the Director of Investments to manage and support investment portfolios and client relationships. Key responsibilities will include three primary functions:
CAISSA team members have these fundamental characteristics:
Independent Thinker: You are a team player that is able to think independently, bringing your critical thinking/analysis back to the team. You enjoy high level direction but don’t need to be instructed every step of the way.
Relationships: You thrive on developing relationships and creating good outcomes. You are able to communicate confidently but empathetically to deepen relationships with colleagues as well as clients.
Appreciation: You love to connect with your co-workers and have a laugh with them while getting the work accomplished at the same time. Knowing when to pause for some personal connection yet put your nose to the grindstone is a strength of yours. You thrive on appreciation but do not need it constantly to succeed. Confidence is a strength that allows you to absorb direct feedback and direction, turning it into something constructive.
Utility Player: You enjoy learning, change, growth and opportunity. You thrive in a smaller environment where you can make a strong stamp on the future and also be part of building it. Corporate world is likely too regimented for you and you like to be part of the decision making. Often you may wear multiple hats to drive the cause forward even if it’s not a primary function of your role.
Greater Good: You understand the vision of CAISSA and want to do anything to project that forward. The clients need us to look out for their best interest, ALWAYS. This may mean working on a client a few more hours, spending time connecting with them on issues and always going beyond their expectations so that we are providing an unmatched level of service.
Requirements
THIS ROLE IS IN PERSON- Minneapolis and surrounding metro area applicants only.
Fiercely devoted to your financial prosperity.
Together, we help you achieve financial prosperity. Caissa Wealth Strategies has been serving women business owners, executives, and high-net-worth families for over 20 years. We are your fiercely devoted and experienced team of financial advisors developing financial plans that meet your unique situation and goals. We strategize multiple steps ahead, just as one would analyze and plan a move in chess. Like chess, people have many financial pieces to include in their plan, some pieces are more valuable than others but all are integral. We act as your Personal CFO to analyze, strategize, and manage ALL of the financial pieces so that you don’t have to. We ensure you have clarity and confidence in your financial wellbeing. At CAISSA, we follow our unique triple-process approach for portfolio resilience and wealth management. Our value at Caissa Wealth Strategies is in our process, not a product. We believe in creating a customized financial strategy for our clients by using three key Caissa processes: 1. Torpedo Proofing: Repeatedly Stress testing for potential toxic events, or ‘Torpedoes,’ (such as market downturns, death, disability, rising healthcare costs or outliving your assets) that could derail our plan. 2. Tranches of Income: An overlay process to analyze our investment allocations by segmenting future withdrawal needs into three ‘Tranches,’ or timeframes, and determining the amount of assets needed for the investment portfolio to appropriately fund each tranche, reducing anxiety about getting through the next market dip. 3. On-Site Investment Due Diligence: Personally vetting our managers at their place of business garners valuable insight otherwise not ascertained in a standard data report. Only face to face can we truly solidify our understanding of the investments we own.
Offices: 7825 Washington Ave S, Suite 625, Bloomington, Minnesota 55439, US
Fiercely devoted to your financial prosperity.
Together, we help you achieve financial prosperity. Caissa Wealth Strategies has been serving women business owners, executives, and high-net-worth families for over 20 years. We are your fiercely devoted and experienced team of financial advisors developing financial plans that meet your unique situation and goals. We strategize multiple steps ahead, just as one would analyze and plan a move in chess. Like chess, people have many financial pieces to include in their plan, some pieces are more valuable than others but all are integral. We act as your Personal CFO to analyze, strategize, and manage ALL of the financial pieces so that you don’t have to. We ensure you have clarity and confidence in your financial wellbeing. At CAISSA, we follow our unique triple-process approach for portfolio resilience and wealth management. Our value at Caissa Wealth Strategies is in our process, not a product. We believe in creating a customized financial strategy for our clients by using three key Caissa processes: 1. Torpedo Proofing: Repeatedly Stress testing for potential toxic events, or ‘Torpedoes,’ (such as market downturns, death, disability, rising healthcare costs or outliving your assets) that could derail our plan. 2. Tranches of Income: An overlay process to analyze our investment allocations by segmenting future withdrawal needs into three ‘Tranches,’ or timeframes, and determining the amount of assets needed for the investment portfolio to appropriately fund each tranche, reducing anxiety about getting through the next market dip. 3. On-Site Investment Due Diligence: Personally vetting our managers at their place of business garners valuable insight otherwise not ascertained in a standard data report. Only face to face can we truly solidify our understanding of the investments we own.
Offices: 7825 Washington Ave S, Suite 625, Bloomington, Minnesota 55439, US