Product Analyst at HJ Sims

Do you have 5 years of work experience in wealth/asset management? Are you skilled in due diligence, portfolio construction and investments? Do you have a passion for research, and the discipline for detail and accuracy? Would you like considerable freedom to structure your position and create your own imprint? If so, HJ Sims, is looking to hire you as a Product Analyst for its Wealth Management Consulting Group (WMCG).  Flexible location:  Boca Raton, FL; or, Austin, TX; or Fairfield, CT. You will join a collaborative, collegial culture of bright, competent, hard-working people.  
Candidate will:
·         Perform highly technical tasks
·         Assist in training of future WMCG team
·         Provide sales support for Sims Advisors and the Wealth Management department
·         Assist advisors in developing asset allocations and investment plans for clients
·         Have general knowledge of wealth management products (individual securities, alternatives, annuities, fee-based accounts, mutual funds and UITs)
·         Be proficient in the wealth management consulting process
·         Provide training to Registered Representatives to better serve their clients; present materials at seminars
Position Requirements
·         Four-year college degree
·         Expertise in appropriate procedures and business concepts
·         Minimum of five years of relevant experience
·         Series 7 and 66; or if not, willingness to obtain them on a set schedule
·         Very proficient in Microsoft Excel, PowerPoint, Word and Outlook, and mastering new systems
·         Familiarity with Sales Force a plus
·         Experience with videotaping and Skype a plus
·         Insurance licensing a plus
·         Travel required
Personal Qualities
·         Excellent communications skills in writing, speaking, and presenting
·         Strong analytical, problem-solving skills
·         Highly motivated with a keen desire to learn
·         Goal oriented with excellent time management skills
·         Takes initiative 
·         Strong interpersonal skills
·         Strong negotiating skills
·         Able to stay calm, focused, prioritize and multi-task
·         Trustworthy, energetic with a positive outlook sense of humor
If this position is a strong match for your background/experience, please email your resume to:; 860-267-690

HJ Sims, established in 1935, is a full-service investment bank specializing in structuring and underwriting senior living and long term care financings, including tax exempt and taxable bonds, mezzanine loans, equity, seed money, bank financing, and FHA-insured loans. HJ Sims also provides financial advisory services in the areas of capital planning, restructuring and mergers & acquisitions. For more:

Karla Hammond

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This posting was generated from the NEAG Contact Form.

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