Investment Portfolio Specialist

Simplicity Group; Summit (NJ); On-site; USD 55,000 - 75,000; Full time

Job summary

Simplicity Group in Summit, NJ is seeking a Junior Investment Portfolio Specialist. This full-time, on-site role supports Wealth Advisors by preparing and presenting Investment Proposals, assessing client goals, and staying current on financial products and regulations.

Extensive training is provided, with opportunities to develop expertise in client relationship management, compliance, and collaborative team projects while advancing your career in financial services.

Qualifications

• Desire for a career in the financial services industry.
• Clear written and verbal communication skills, including the ability to explain complex concepts in accessible language.
• Proven client relationship management skills, with a focus on ethical conduct, confidentiality, and long-term trust-building.

Responsibilities

• Provide Investment Portfolio recommendations to Wealth Advisors and assess client goals.
• Prepare and present Investment Proposals and participate in team projects.
• Maintain up-to-date knowledge of financial products and regulations.
• Collaborate with internal teams to deliver holistic solutions and document interactions in compliance standards.

Skills

Communication skills

Client relationship management

Analytical skills

Team collaboration

Job description

Company Description

Simplicity Group is a financial services organization focused on education, value, and partnership for financial professionals and their clients. The company offers a comprehensive suite of products and services supporting every phase of life, including guaranteed income, life insurance, wealth management, and long-term care solutions. Simplicity Group collaborates with advisors, agents, broker-dealers, and financial institutions, providing best-in-class and proprietary offerings along with robust operational support. The organization also delivers sales and marketing resources, training, and growth strategies that help its partners expand their businesses and better serve their clients.

Role Description

The Junior Investment Portfolio Specialist role at Simplicity Group is a full-time, on-site position based in Summit, NJ. The individual in this role will provide Investment Portfolio recommendations to our existing Wealth Advisors, including assessing current financial situations, identifying goals, and developing Investment Proposals that align with the needs of the client. Daily responsibilities include calls with Wealth Advisors, preparing and presenting Investment Proposals and team projects. The role also involves maintaining up-to-date knowledge of financial products and regulations, collaborating with internal teams to deliver holistic solutions, and documenting all interactions in accordance with compliance standards. Extensive training provided. If you are looking for a CAREER in Financial Services this position will help built a strong foundation. (This is Not an Analyst position)

Qualifications

• Desire for a Career in the Financial Services Industry
• Clear written and verbal communication skills, including the ability to explain complex concepts in accessible language.
• Proven client relationship management skills, with a focus on ethical conduct, confidentiality, and long-term trust-building.

Preferred

• Passionate about the client experience and the financial services industry.
• Strong organizational, prioritization, interpersonal & time management skills.
• Strong mathematical and analytical skills.
• Excellent communications skills; both verbal and written.
• Favors direct communication & possesses an ability to receive constructive feedback.
• Collaborative and able to work effectively with others.
• Flexible team player who is highly adaptable to change and open to new ideas.
• Able to uphold the firm’s purpose, vision, and values high ethical standards.
• Willingness to obtain industry licenses (Company Sponsored)
• Personable attitude and willingness to build relationships with Advisors.
• Desire to learn a wide array of subject matter.
• Self-starter who does not need to be micromanaged/ability to work independently.
• Problem-solving/troubleshooting ability.

Compensation (based on experience)

• This is an Exempt position.
• Annual performance bonus target: 10%-15%
• Employee benefits (medical, dental, vision, life insurance, other)