myCIO Career Opportunities

myCIO rewards its team members’ hard efforts with attractive salaries and top tier performance bonus and profit sharing plans.

We are looking for organized, energetic, smart and hardworking team members to join and participate in our unprecedented growth.

Email: julie.gibson@myciowp.com.

Financial Planning Analyst

Our Financial Planning Analyst works with Senior Analysts and Advisors to assist with the wealth management and financial planning needs of clients. This position is responsible for providing support to Advisors including daily account administration, investment proposal and performance review preparation, as well as assisting in preparing deliverables that cover all areas of Financial Planning. The role will have a strong focus on administration of client relationships including account openings, alternative investment subscriptions, and various custodian-related paperwork.

Apply here via Email

Key Areas of Responsibility:

Perform due diligence on investment mutual funds, ETF's, separate account managers, and hedge funds
Support the Partners and their team by providing operational functions such as: Money movement (i.e. wire and journals) Account creation and maintenance Ad hoc project management Portfolio performance updates CRM database management
Preparation and/or review of select client income tax returns (Forms 1040, etc)
Prepare and coordinate materials for client meetings
Monitor and update client asset allocations
Compile monthly & quarterly reports on portfolio performance
Compile quarterly tax projections

Qualifications:

0 to 2 years of relevant experience
Completed or pursuing CFP®, CFA or similar designation
Bachelors' degree or higher from an accredited university; major in financial planning, business, accounting, finance, or economics preferred
Strong interest in investment advisory and general financial planning services
Excellent written & verbal communications skills
Excellent computer skills, including Excel, Word, and Power Point. Experience with Tamarac, eMoney, Zephyr, Portfolio Center desirable but not necessary
Reliable, follows through on commitments; a self-starter when it comes to new challenges
Must be organized, detail-oriented and able to manage and prioritize tasks
Able to work under pressure and meet deadlines in a fast-paced, demanding environment

Senior Financial Planning Analyst

Our Senior Financial Planning Analyst works directly with advisors to assist with the wealth management and financial planning needs of clients. This position is responsible for providing support to Advisors including daily account administration, investment proposal and performance review preparation, as well as assisting in preparing deliverables that cover all areas of Financial Planning.

Apply here via Email

Key Areas of Responsibility:

Compile monthly & quarterly reports on portfolio performance
Monitor and update client asset allocations
Perform due diligence on investment mutual funds, ETF's, separate account managers, and hedge funds
Prepare and coordinate materials for client meetings
Compile quarterly tax projections
Preparation and/or review of select client income tax returns (Forms 1040, etc).
Review client estate plans and assist in developing wealth transfer strategies for clients
Assist with the timely completion and submission of all client related transaction requests
Coordinate client money movement and other financial transactions (wires, trades, etc)

Qualifications:

Two (2) to five (5) years of relevant experience (wealth management / financial planning experience preferred)
Completed or pursuing CFP�, CFA or similar designation (CPA, EA, etc)
Passed or pursuing Series 65 license examination
Bachelors' degree or higher from an accredited university; major in financial planning, business, accounting, finance, or economics preferred
Experience working with various account custodians (Schwab or Fidelity preferred) Ability to speak to the markets, asset allocation, and basic estate and tax planning concepts.
Experience in drafting communications to clients, communicating with clients and/or other professionals working with clients
Excellent computer skills, especially Microsoft Excel
Experience with Tamarac, eMoney, Zephyr, Portfolio Center is desirable
Experience working with ultra high net worth (UHNW) clients with more than $25 million of investment assets is desirable
Reliable, follows through on commitments; a self-starter when it comes to new challenges
Must be organized, detail-oriented and able to manage and prioritize tasks
Able to work in a fast-paced, dynamic environment where no two days are the same