Investment Advisor

Operose delivers customized financial solutions to meet the investment advisory, family office, tax and alternative investment needs of our clients. We assess our clients’ current financial situation to tailor a unique solution that aligns with their desired outcomes and objectives. Our high-touch service is backed by institutional strength, allowing us to deeply invest in our clients’ financial success and execute with swift, discerning confidence. The Investment Advisor is responsible for all aspects of the advisor’s client relationships. This role requires a deep understanding of investment strategies, portfolio construction, and client relationship management. In addition, the Investment Advisor may serve in a secondary advisor capacity for certain larger firm relationships. Key Responsibilities Serve as the primary strategic adviser for assigned client relationships, ensuring alignment with their financial goals and values. Provide exceptional service for client relationships, including utilizing investment, operational, and tax subject matter experts at the firm, as appropriate. Construct Investment Policy Statements for clients designed to establish desired, goals, outcomes, asset allocation parameters, and other unique client objectives. Implementation of strategic and thematic positioning in client portfolios. Enter trades/initiate rebalancing within Operose trading platform. Prepare and/or review client meeting materials and deliverables. Collaborate with client’s tax and legal advisors to deliver comprehensive client solutions. Schedule and conduct periodic in person and/or virtual client investment reviews. Support creation of investment content Identify and pursue new business opportunities to support firm growth.