Home Angel Investors Coghill Investment Strategies LLC BizSpotlight – Pittsburgh Business Times – Pittsburgh Business...

Coghill Investment Strategies LLC BizSpotlight – Pittsburgh Business Times – Pittsburgh Business Times

About Us: At CIS, our team believes in fostering an energetic, inspired, and positive workplace. Our leadership is dedicated to nurturing a whole life for each of us that is rich with accomplishment and growth – both personally and professionally. We believe in doing work that is the very best for both our clients and ourselves, and we believe this work can only be done when we commit as a team to a supportive, collaborative and honest work environment. Our unique culture and our dedicated team is what makes our work so exceptional. We all strive each day to support one another and protect this culture at the core to ensure service and results for clients that cannot be found elsewhere. The goal of our firm is to personalize wealth management and investment strategies for our clients to help them build legacies with genuine value and meaning. Our client relationships are rooted in respect for their personal position, views, and concerns. If this environment sounds like a match for you, please consider the following qualifications.   Summary: This position is responsible for working with a team of Wealth Advisors to manage client relationships and actively participate in the financial planning process to address all areas of wealth management, including retirement planning, investment management, risk management, estate planning, insurance planning, and tax considerations.  Duties/Responsibilities: •	Anticipate advisor’s needs and handle them proactively •	Build and maintain relationships with clients •	Mastery of the financial planning process  •	Knowledge of mutual fund, stock, bond, insurance, and annuity products •	Understand and support the firm's vision, mission, and strategy •	Engage in teamwork, team building and integrate into the culture of the firm •	Develop a thorough understanding of the firm’s proprietary investment process and corresponding portfolio modeling platforms •	Serve needs of firm’s clients as first point of contact while collaborating with the team to ensure clients receive the highest level of service •	Prepare meeting agendas, materials, proposals and manage follow-up •	Gather information to prepare and analyze comprehensive financial plans •	Review estate documents including wills, trusts and insurance policies •	Prepare tax projections, estimated payments and other necessary tax planning •	Manage client onboarding process •	Coordinate communication frequency with team and clients •	Proficiency with computer programs, including Microsoft Office Suite (particularly Excel and PowerPoint), Morningstar® Advisor WorkstationSM, Financial Planning Software and Client Relationship Management Systems  Desired Skills/Experience: •	2-5 years of success working within an advisory or similar setting  •	BA or BS in business; completion of registered Paraplanner (RP) program, a plus  •	Enrollment or willingness to enroll in CFP® certification program  •	FINRA Series 7 and 63 securities registrations  Personal/Professional Qualities: •	Candidate must be a self-starter who is motivated, analytical, and organized •	Collaborative team player •	Ability to think on one’s feet •	An amazing attitude and extraordinary customer service skills •	Ability to utilize and leverage firm and broker dealer resources •	Strong interpersonal and communication skills – ability to build trusted relationships •	Enjoy interacting with people face-to-face and over the phone •	Ability to think critically and process complex financial scenarios •	Strong attention to detail and accuracy •	Strong time management skills – ability to multi-task and manage deadlines in a fast-paced environment •	Open and receptive to feedback and mentorship •	Demonstrate technical aptitude and the ability to learn new technologies and leverage them to facilitate tasks and communications •	Display the desire to learn and grow

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