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Investment Consultant - open due to growth!

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General Description: This position is responsible for providing investment consulting services to an existing book of business of retirement plan clients. The position is client facing and requires building and maintaining strong relationships.  The ideal candidate should be able to analyze and interpret capital market and economic events/trends, as well as evaluate investment performance versus relevant benchmarks. The position also is responsible for monitoring and evaluating client portfolios to ensure compliance with investment policy objectives. Additional responsibilities include participating in fund manager due diligence calls/presentations and supporting sales and marketing efforts as requested.


  • For current clients, review available investment options and the degree of participation in each investment choice. Make recommendations for proactive menu enhancements (i.e. additional investment options to be included as well as menu items in need of deletion).
  • Provide commentary on the current and projected economic conditions and how it may impact the financial markets and investments offered to our retirement plan clients.
  • Provide proactive asset allocation advice to Defined Benefit clients and participate in asset/liability studies.
  • Analyze portfolios including composite funds and rebalance as needed, on a quarterly basis.
  • Meet periodically with clients to provide relationship management and cross sell other USI services.
  • Enact investment policy statements for assigned clients including trades and investment of new deposits.
  • Independently and efficiently handle miscellaneous assigned projects.
  • Develop, analyze, communicate, teach, present and prepare investment strategies to support the retirement plan sales efforts and help close new business.
  • Deliver timely, responsive and accurate support to the sales and marketing staff as well as assigned book of clients who require periodic comprehensive written reviews of their plans investments. Retain assigned clients.
  • Comply with published procedures and compliance manual for USI Advisors and Securities.


Knowledge, Skills and Abilities:

  • 3 or more years of client facing investment consulting services.
  • 3 or more years of investment performance measurement experience, with significant exposure to mutual and institutional funds.
  • Bachelor's or more advanced degree in Mathematics, Business, Finance or Accounting.
  • Strong computer skills.
  • Familiarity with  industry software programs for monitoring funds.
  • Series 65 or 66 required. Series 7 & 63 a plus; Relevant industry designations a plus.
  • Good knowledge of retirement and pension programs and their funding.
  • Ability to creatively and proactively problem-solve, adhering to all regulatory requirements.
  • Ability to stay organized and focused in a busy environment.
  • Effective communication skills with clients and co-workers, both verbal and written.
  • Comfortable presenting to small audiences.
  • Personable and credible.
  • Ability to work both independently and in a team setting based on the nature of the assignment.

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