Top Investment Executive plans and directs all aspects of an organization's investment programs. Oversees the research, evaluation and selection of investment vehicles and makes decisions to align the investment selections with the organization's goals and risk tolerance. Being a Top Investment Executive requires a bachelor's degree. Demonstrates expertise in a variety of the field's concepts, practices, and procedures. Additionally, Top Investment Executive typically reports to top management. The Top Investment Executive manages a departmental function within a broader corporate function. Develops major goals to support broad functional objectives. Approves policies developed within various sub-functions and departments. Comprehensive knowledge of the overall departmental function. To be a Top Investment Executive typically requires 8+ years of managerial experience. (Copyright 2024 Salary.com)
Milestone Investment Advisors, LLC is a boutique fee-only investment advisory firm with approximately $800 million of AUM, located in Middleton, Wisconsin. The firm was formed in 2013 by three long-term colleagues, and today we provide investment advisory and financial planning services for nearly 400 families throughout the country.
We are seeking an industry professional who is interested in working on a team serving our existing clients. No client development will be required. For the right individual, this position will provide tremendous growth opportunities and will play an important role in our succession plan over the next few years.
Qualifications
The Ideal candidate should hold a CFP certification or similar designation with 5-8 years of industry experience.
If your present circumstances are not aligned with your career advancement goals, please forward your resume to angel@milestoneia.com. We would welcome an opportunity to connect with you to explore the potential of this position.
The pay is commensurate with the experience and qualification required for the job.
Job Types: Full-time, Permanent
Pay: $75,000.00 - $120,000.00 per year
Benefits:
Weekly schedule:
Work setting:
Ability to Relocate:
Work Location: In person