Investment Specialist

The Investment Specialist is a dedicated investment resource for Point Wealth Management, supporting advisors and clients with portfolio implementation, investment analysis, capital markets insight, and client-facing investment communication. This role is designed for a technically strong investment professional who can translate market developments, portfolio strategy, and product considerations into clear recommendations and practical next steps for advisors and clients. Key Responsibilities • Prepare investment proposals for new and existing clients, including portfolio recommendations, allocation updates, and supporting analysis aligned with advisor guidance and client objectives • Conduct takeover analysis for prospective client portfolios, identifying current holdings, cost basis considerations, asset allocation, concentration risk, embedded tax considerations, fees, product structure, and transition opportunities • Support trading activity and portfolio implementation, including trade preparation, account rebalancing support, investment model updates, tax loss harvesting and coordination with appropriate internal systems and resources • Provide capital markets research and commentary to help advisors understand current market conditions, portfolio positioning, risks, opportunities, and client communication themes • Develop weekly advisor talking points that summarize relevant market developments, investment themes, portfolio considerations, and suggested language for client conversations • Create and coordinate a quarterly investment newsletter for clients and prospects, highlighting market updates, portfolio perspectives, planning considerations, and timely investment topics • Participate in client meetings jointly with advisors to explain investment recommendations, portfolio positioning, performance context, market updates, and implementation considerations • Handle investment-related client conversations by phone when appropriate, including questions about markets, portfolio changes, account activity, investment strategy, and proposal details • Serve as a technical investment resource for the advisory team while maintaining appropriate role boundaries and escalating relationship management, planning, insurance, or advisory decision-making matters to the advisor Qualifications and Experience • Bachelor’s degree required; finance, economics, accounting, business, or related field preferred. • CFA designation preferred; progress toward the CFA designation is strongly valued. • Series 7 required; must currently hold or obtain within 30 days of hire. • Experience with trading, portfolio implementation, investment operations, or investment analysis preferred. • Capital markets experience, including the ability to interpret macroeconomic data, market trends, asset class performance, interest rate movements, and portfolio implications. • Experience preparing investment proposals, portfolio reviews, client-ready analysis, or transition/takeover analysis. • Strong written communication skills, with the ability to produce advisor talking points, market commentary, and client-facing newsletter content. • Strong verbal communication skills, including the ability to explain investment concepts clearly and confidently in advisor-led meetings or investment-focused client calls. • Proactive approach to anticipating advisor and client needs, following through on open items, and identifying opportunities to improve the client experience. • High standards for delivering a polished, responsive, and client-centered experience in every interaction. • Strong team player who collaborates effectively with advisors and operations partners, communicates clearly, and contributes to a positive, accountable team environment. • High attention to detail, sound judgment, and the ability to manage multiple priorities in a client-service-oriented environment. Compensation • Full-time, in-office position (9:00 am – 5:00 pm, Monday-Friday) • Competitive salary • Performance-based bonus (eligible after 3 months) • 401(k) with company match • Comprehensive health, dental, and vision insurance • Group long-term disability insurance • Paid timeoff • Professional development opportunities and significant potential for growth. How to Apply: Please visit our website (www.pointwealth.com) to learn more about our team. Qualified candidates should submit their resume and a brief cover letter explaining why they're excited about this opportunity. Join us in our mission to deliver exceptional wealth management services while growing professionally in a dynamic and rewarding environment. Point Wealth Management is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.