Investment Consultant
At Alliant Insurance Services, we thrive on creating employee benefits solutions built on the idea that health makes growth possible. As top tier professionals dedicated to solving our clients' health and welfare insurance challenges, Alliant team members deliver an unrivaled depth of service, and our unique approach enables us to help clients stay resilient and turn change into opportunity. This position is a chance to join a dynamic, expanding company with prospects for individual and career growth.
As one of the 5 largest insurance brokerage firms in the U.S., Alliant provides property and casualty, workers' compensation, employee benefits, surety, and financial products and services to clients nationwide. More information is available at www.alliant.com.
SUMMARY Responsible for producing and presenting investment reviews, vendor searches, and other investment related issues for clients.
ESSENTIAL DUTIES AND RESPONSIBILITIES Generates and presents investment reports for clients;
Generates vendor search project reports;
Conducts investment analysis for prospecting purposes;
Discusses markets and fund performance with clients;
Acts as primary point of contact for clients as needed;
Engages with investment managers to gain in-depth knowledge of available products;
Solicits feedback from key industry contacts to assist with improving our client deliverable processes;
Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information);
Other duties as assigned. QUALIFICATIONS EDUCATION / EXPERIENCE Bachelor's Degree in Business, Finance or similar field
Advanced industry education and/or advanced degree
Ten (10) or more years related work experience
Experience with investment analysis
Valid Series 65 license
SKILLS Excellent verbal and written communication and presentation skills
Good problem solving, negotiation and time management skills
Strong analytical skills; ability to clearly define and frame complex issues Excellent project management skills with a demonstrated ability to multi-task Advanced planning, organizational and prioritization skills
Ability to work within a team and to foster teamwork Proficient in Microsoft Office products
We are proud to provide comprehensive, high quality employee programs to meet employees' needs now and in the future, including a very competitive financial package. We encourage you to explore what we have to offer. For immediate consideration for this position, please click on the "Apply" button. Alliant Insurance Services, Inc. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment based on their qualifications and ability without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, sexual orientation, and gender identity), national origin, ancestry, physical or mental disability, medical condition, marital status, age, genetic information, or status as a protected veteran, in accordance with applicable federal, state, and local laws, including California law. Applicants are protected under Federal law from discrimination. If you need an accommodation to complete the application process or would like to review these materials in an alternative format, please reach out to [email protected] For more information on Alliant Insurance Service's benefits, please visit www.alliant.com/about/careers/benefits
Bachelor's degree in business, finance or similar; 10+ years related work experience; valid Series 65 license; advanced industry education or degree; strong analytical, communication, and project management skills; proficiency in Microsoft Office.
Key Responsibilities
- producing investment reports
- conducting investment analysis
- presenting vendor searches
Skills & Tools
Microsoft Office
Job Details
- Category: Finance and Accounting
- Seniority: Senior Level
- Commitment: Full Time
- Workplace: Remote — United States
- Salary: USD 110,000 – 120,000 / year
- Languages: English
About Alliant Insurance Services
One of the five largest insurance brokerage firms in the U.S., providing property, casualty, workers' compensation, employee benefits, surety, and financial products. — Industry: Finance