ROLE AND RESPONSIBILITIES Depending on the needs of the firm, and unique skills of the individual, this position may entail a varying and adaptable level of the technical and subjective functions below. This position is for our LAKEWAY TX location and applicants in the greater Austin area are preferred. No relocation allowance will be extended.
Trading – Avondale has centralized trading operations for risk management purposes. The individual will be trained as a backup trader to ensure best execution, fair allocation via block trades, and inclusion of one-off model accounts.
Investment Research and Analysis – Will be instrumental in the facilitation of investment research as assigned by our Investment Committee (IC), under the direction of CIO. The Portfolio Analyst will be expected to have a role in IC meetings and should be generally comfortable with public speaking. Research may also be facilitated across into insurance, alternative investments, e-money modeling, etc.
Client Facing & Service Minded: This role will entail engagement with clientele seldom but periodically in multiple facets, but primary relating to investment related discussions and ad hoc financial planning that will be solution oriented.
Important Notes: This position will require a positive can do, self-starter attitude and aptitude. Ability to be flexible and work well with others in a very dynamic environment. The position has a bit of cross functional areas, all of which must be handled with precision and attention to detail. Non-Compete and non-solicitation agreement required for position as well as background check and potential screening for drug and alcohol tests at random. Avondale Wealth Management is an equal opportunity employer.
QUALIFICATIONS AND EDUCATION REQUIREMENTS Bachelor’s Degree Minimum. CFA level II candidate or higher, or CFP. Minimum 2 years industry experience and Series 65 or must attain within 90 days of employment
Additional Salary Information: This salary range is highly dependent on the individual and will vary greatly depending on experience, skill sets, and is a guideline for this opening. If this range is not economically feasible for the applicant to start with our firm, it would be best to refrain from applying.
Internal Number: 25
About Avondale Wealth Management
Avondale Wealth Management LLC is an independent wealth management firm, grounded in Christian principles and committed to providing comprehensive financial advice. Our values are centered upon integrity, conviction, and expertise. Our goal is to provide a high standard of service utilizing proactive advice and innovative solutions.