Investment Portfolio Manager​/Financial Planning Analyst

Hubbard Financial Group, a comprehensive Wealth Management and Financial Planning firm, affiliated with Northwestern Mutual in Waverly, IA, is expanding.

• Investment analysis – Build and monitor portfolios, review performance and rebalance assets as necessary
• Financial Planning Analysis, including Tax Planning, Estate Planning and Wealth Management
• Conduct portfolio analysis, market research and economic forecasting
• Identify investment opportunities and risks
• Collaborate with analysts, traders, and financial advisors
• Meet with clients to review portfolio performance and adjust strategies
• Prepare performance reports and investment recommendations
• Help maintain client relationship management and service
• Work within a collaborative team environment for the benefit of our clients
• Strong communication with teammates, clients, and vendors, which includes email, phone, and in-person meetings
• Responsible for public communication on investment, financial planning, and economic conditions, updates and thought leadership

• Several years experience in the financial services industry and/or tax/economic industry
• Insurance and securities licenses required (will need to have/obtain the following: Life/Health, SIE, Series 6, 63 &
  7)
• Prefer CPA, CFP, or CFA or similar industry designation/education
• Qualified candidate should possess an aggressive can-do attitude and have proven ability to work independently and have entrepreneurial spirit
• Ability to work in a fast-paced environment, and work a flexible schedule, including early mornings or after 5:00
• May include some travel
• Analytical skills with strong attention to detail
• Team player with direct access to decision makers
• Excellent verbal and written communication skills
• High ethical, compliance, and confidentiality standards are a must

Competitive base salary dependent upon experience, as well as incentive compensation and flexible benefits package available.

Hubbard Financial Group offers a great team environment and the opportunity to work with top notch clients.

Applicants should direct resumes and inquiries to Angie Hubbard – , 2020 3 rd Ave NW Ste A, Waverly, IA 50677, or by calling .