Education / Experience Requirements:
- Bachelor's Degree, preferably in finance, financial planning, accounting, economics, or tax
- Preferred designations: MBA, CFA, CFP, or CHFC
- Prefer 2-5 years experience as a financial analyst or financial counselor in a wealth management environment
Knowledge and Skills Requirements:
- Desire to establish new relationships and build business
- Advanced knowledge of financial counseling, including financial security, investments, income taxes, estate planning, insurance, retirement options, corporate compensation and employee benefits
- Ability to maintain confidentiality
- Ability to quickly grasp changing situations and react appropriately
- Demonstrated social presence and social awareness
- Willing and able to learn and adapt to new situations and responsibilities
- Exceptional oral and written communication skills
- Demonstrated desire to reach out to people, understand their needs and maintain frequent contact
- Desire to continually learn and work hard
- Superior organizational skills, attention to detail, follow-through and accuracy
- Ability to travel about 40% of the time
Responsibilities:
- Provide financial counseling and investment management services to AMG clients that meet AMG's standards and practices
- Maintain highly respected and confidential relationships with AMG clients
- Maintain the highest level of client satisfaction with AMG's services
- Take initiative, provide valued advice and be proactive with clients
- Develop new business; obtain and follow up on referrals to new clients; use prospect database appropriately
- Fully understand and help market the full array of AMG's services
- Help build AMG's image in the community
- Understand and be able to explain AMG's methodologies, economic scenarios and recommendations
- Contribute to effective and efficient firmwide financial counseling practices, as requested
- Maintain highly effective and respectful working relationships with AMG staff of all levels
- Manage and supervise any professional and support reporting staff in a manner designed to meet client, employee and firm needs
- Maintain up-to-date knowledge of all investment and financial counseling-related subject areas
- Effectively set and communicate priorities
- Regularly attend and participate in conference calls and staff meetings
- Demonstrate a positive attitude, self-motivation, hard work, follow-through, high-quality work, accuracy, attention to detail
- Exercise effective judgment
- Adapt to changes and new responsibilities
- Other duties as assigned
- Job applications will be accepted through February 28, 2025
AMG is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, or protected Veteran status.