About Us

Ivy Way Placements offers a comprehensive suite of services tailored to meet the needs of both job seekers and employers. Our primary services include:

* Talent Acquisition: Connecting highly skilled finance professionals with leading firms.

* Career Coaching: Assisting candidates in navigating their career paths within the finance industry.

* Client Consulting: Advising companies on best practices for recruitment and talent retention.

* Wealth Management Guidance: Providing expertise in financial planning for both individual clients and corporate entities.

Job Description

· Supporting the Advisor team in providing comprehensive personal financial planning, investment planning and tax services to high-net-worth families and corporate executives

· Managing the new client onboarding process

· Organizing and maintaining client data

· Processing client subscriptions of alternative investment documents

· Generating ideas and problem solving related to clients’ complex and unique financial matters

· Preparing client financial statements and investment performance reports

· Preparing investment allocation analyses to help monitor and manage various publicly traded fixed income and equity strategies as well as alternative investment strategies

· Preparing client retirement, insurance and estate-planning analyses

· Preparing clients’ quarterly tax projections and annual Federal and state income tax returns

· Regularly interacting with clients via telephone and face-to-face meetings

Requirements

· 2 – 4 years of experience working within an investment manager/wealth planner preferred but not required

· Experience preparing tax returns preferred

· Bachelor’s degree required, concentration in Finance, Accounting or related field preferred

· Strong organizational, time management and multitasking skills

· Excellent written and verbal communication skills within a confidential framework

· Proven ability to work independently and within a small team environment

· Adaptability, willingness and motivation to learn and apply technical concepts

· Proficiency utilizing spreadsheet, word processing and presentation software

Benefits

Full medical package, 401k match, PTO, 10 paid holidays, and hybrid work option

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