Myklebust, Horne and Fies Financial Group is a premier wealth-and retirement- management practice. Our experienced advisors excel at managing clients’ assets while enhancing tax efficiencies of their retirement and estates. We take a comprehensive approach to achieving robust and resilient retirement readiness for our clients. We are powered by a belief that comprehensive, strategic planning is the best preparation for unwinding your hard-earned retirement savings. At MHF, we strive to leave our clients feeling secure and ready for the future.
The Myklebust, Horne and Fies Group is growing as we continue to service and welcome new clients. Interested in joining our team? Please review the job application below and submit your resume by clicking the button below.
Responsibilities
- Executing buy and sell orders, rebalancing, and maintaining asset allocation in Envestnet
- Following up on and resolving all trade-related issues
- Preparing and processing all paperwork needed for investment/advisory accounts
- Executing, monitoring, and following up on asset transfers as well as initial and subsequent funding of advisory accounts
- Discussing potential rollover opportunities from other retirement plans
- Processing proposal amendments, monitoring alerts, and annual reviews in Envestnet
- Monitoring holdings for program eligibility in advisory accounts
- Participating in client meetings for financial or investment plan development or presentation
- Corresponding with clients to handle advisory-related service issues
- Explaining advisory products or advisory performance to existing clients
- Running performance reports in Envestnet, Morningstar, YCharts, and NMCIR
Qualifications
- Bachelor’s Degree in business, finance, and/or related field
- Series 7 and 63 or 66
- 3-5 years financial planning experience recommended
- Extremely client-focused, proactive/"what more can I do?" approach
- Ability to work independently, as well as part of a team, and actively contribute to the group to complete tasks, meet goals, or manage projects
- Encompasses excellent interpersonal skills to work collaboratively with team members