or wealth management (highly preferred) • Direct portfolio construction and client experience with high-net-worth clients • Strong problem-solving skills along with attention to detail • Excellent written and verbal communication skills • Team player and willingness to volunteer ideas and create analytical work beyond what is asked • Proficient in Microsoft PowerPoint, Excel, and Bloomberg / FactSet • Series 7 and 66 exams preferred. An employee's pay position within the salary range will be based on several factors including, but not limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, business sector, performance, shift, travel requirements, sales or revenue-based metrics, market benchmarking data, any collective bargaining agreements, and business or organizational needs.