Senior Investment Consultant
Compensation: Commensurate with Experience
Location: Lake Mary (Heathrow), Florida
Type: Full Time
The Newport Group
Founded in 1984, The Newport Group is a leading retirement services firm Through its innovative and customized solutions, Newport is uniquely positioned to satisfy the distinct financial needs of employers and employees, and has done so for hundreds of the country’s largest and best-known companies. Visit Newport at www.newportgroup.com.
The Senior Investment Consultant is an integral part of the Investment Consulting Team and will work with various team members and other areas of the firm to facilitate the delivery of investment consulting services to the firm’s institutional clients. The firm’s investment activities consist of advising defined contribution and defined benefit corporate plan sponsors on asset allocation and manager selection, as well as the development of investment policy statements and the delivery of quarterly investment reviews. The firm also provides fiduciary consulting services, whereby the Investment Consultant advises plan sponsors of qualified plans on their non-investment related obligations under ERISA.
The successful applicant will have a master’s degree from an accredited university and/or hold the CFA designation. S/he will possess a minimum of 8 years experience working in a related position focusing on providing investment advice and services to retirement plan clients. The candidate must also have good written and oral communication skills, as interaction with clients, the team and other areas of the firm is critical to success.
The candidate will work in a fast-paced, demanding environment and will be a “self starter” working often under tight deadlines. The Candidate will be expected to pursue the appropriate securities licenses (Series 6 or 7, 66, etc.) and the CFA designation, with support from the firm but primarily through disciplined self study.
Interested candidates please apply on line at www.newportgroup.com under the careers tab and please provide your salary requirements.