Key Responsibilities:

•

Portfolio Execution & Rebalancing:

Manage client portfolio allocations and execute rebalancing in alignment with established investment models, risk tolerances, and investment policy standards. •

Trading & Cash Management:

Place trades utilizing approved software as directed by the CIO and actively monitor/manage portfolio cash balances. •

Client Liaison & Problem Solving:

Act as a key bridge between Client Advisors, administration, and clients to resolve technical inquiries, facilitate asset transfers, and drive product openings to successful completion. •

Financial Analysis & Reporting:

Build and deliver targeted analysis, including 401(k) and HSA reviews, tax-planning spreadsheets, cost-basis reports, and new client proposals. •

Operational Excellence:

Act as the operational backbone for our investment team by maintaining software models, executing ad hoc requests, and delivering precise reports that keep advisor workflows moving seamlessly. •

Compliance & Continuous Improvement:

Stay ahead of industry regulations and compliance standards while actively identifying and recommending improvements to internal systems and procedures.

Qualifications:

•

Education:

Bachelor's degree required; a strong academic foundation in finance, economics, or a related field is preferred. •

Licensing:

Active Series 7 and Series 66 (or 65) licenses are a strong plus. Candidates without licenses must be willing and able to obtain the Series 7 within 120 days of employment and the Series 65/66 within 180 days as a condition of employment. •

Technical Acumen:

High proficiency in Microsoft Office suite (specifically advanced Excel) and familiarity with modern Client Relationship Management (CRM) platforms. •

Communication & Collaboration:

Exceptional written and verbal communication skills, with a natural ability to collaborate across teams and partner effectively with colleagues. •

Core Mindset:

Detail-oriented, highly analytical, goal-driven, and strictly committed to client confidentiality and ethical business practices. •Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member

FINRA/SIPC.

Investment Advisory Services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge Investment Research and HFS Wealth Advisors are not affiliated companies.

Pay:

$55,000.00 - $80,000.00 per year

Benefits:

401(k) 401(k) matching Dental insurance Health insurance Health savings account Life insurance Paid time off Retirement plan Vision insurance

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