Wade Financial is a Fee-only RIA in San Jose CA and we are seeking a Portfolio Management Associate to join our team. This position would be an excellent growth opportunity for an individual with some background in investment operations at a wealth management firm who is looking to increase their knowledge of and exposure to the investing function within wealth management. Candidates in the Chartered Financial Analyst (CFA), or Certified Financial Planner (CFP) programs are encouraged to apply, but this is not required. This position will be permanently remote – WORK FROM HOME

Find out more about the firm at wadefa.com

Responsibilities and Essential Functions:

• Manage daily processes across Tamarac Rebalancer and Reporting (formerly AdvisorView) software, including updating and maintaining investment data, model portfolios, and client parameters
• Execute client transactions and maintain trading records
• Assist with the portfolio construction process for existing clients
• Participate in investment committee meetings
• Analyze new clients' existing holding and incorporate our recommendations
• Prepare for investment portfolio reviews for weekly meetings as well as any monthly or quarterly reports for clients as needed
• Coordinate the setup and ongoing maintenance of client accounts within Tamarac
• Record all client contact and activity information in our CRM – Redtail
• Work with compliance department on trading records, procedures, and reports
• Technology Utilization – working in and maintaining firm-wide software (Portfolio Center, Redtail, Tamarac, Client Portal, Excel)
• Reporting – Assist with portfolio reporting as needed, maintain client portals, run cash deposit, distribution, and rebalance reports

Requirements:

• A Bachelor's degree in a finance-related field
• One year of experience in the financial services industry preferred
• Strong MS Office skills required – intermediate to advanced Excel user preferred
• Tamarac, Schwab, TD Ameritrade, Portfolio Center, experience is a plus, but not required
• Strong written and verbal communication skills
• Strong technical skills and ability to follow detailed processes
• Ability to prioritize, problem-solve, and meet deadlines
• Detail-oriented and organized
• Cooperative team player

The salary range for this position will be $70K - $80K based on experience with a healthcare allowance, life/disability insurance and a 401(k) with matching contributions. This position will be permanently remote.

Qualified candidates will start the process by having a 15-30 minute phone interview conducted by our consultant (who is the hiring manager for the position). If there is ground to move forward, you will be required to fill out a Career History Form and if you are selected to advance, you will be invited for an interview with the CIO. Qualified candidates will be asked to take a Caliper assessment. This position will require a background check.