Opportunity: Wealth Management Specialist

Location: Alaska, United States
Job Types: Full Time
Timing/Shifts: 4.5 Day Week

UP TO $ 7,000 / month

We are excited to announce an exceptional opportunity at the Alaska Mental Health Trust Land Office for a Wealth Management Specialist. Join our team and enjoy a rewarding career with abundant benefits and a thriving incentive structure.

About Us:

We are a dynamic organization dedicated to the prudent management of the Alaska Mental Health Trust's land and natural resources to generate revenue, support mental health programs, and contribute to the state's economic development. Our team is committed to preserving the Trust's assets and enhancing its long-term financial sustainability.

Position Overview:

As a Wealth Management Specialist, you will be responsible for strategically managing and optimizing the Trust's financial portfolios, generating superior returns, and ensuring the long-term financial health of the organization. You will work closely with our finance team, leveraging your expertise to create innovative investment strategies and maintain a diversified asset allocation.

Key Responsibilities:

Develop and implement effective investment strategies to maximize returns
Conduct thorough financial analysis and risk assessment
Monitor market trends and economic indicators to inform investment decisions
Collaborate with finance professionals to ensure compliance with regulations and best practices
Communicate investment performance and recommendations to stakeholders and leadership
Participate in the development of the Trust's overall financial management strategy

Requirements:

Bachelor's degree in Finance, Economics, or a related field
Proven experience in wealth management, investment analysis, or asset management
Strong understanding of financial markets, investment instruments, and risk management
Exceptional analytical and quantitative skills
Ability to think strategically and make well-informed financial decisions
Professional certifications such as CFA or CFP are highly desirable

Benefits and Rewards:

We offer a comprehensive benefits package, competitive salary, and a performance-based bonus structure. Additionally, employees enjoy opportunities for professional development, continuous learning, and career growth within a supportive and collaborative environment.

If you are a passionate and driven professional seeking to make a significant impact in wealth management while enjoying an enriching work environment, we encourage you to apply and be part of our exceptional team at the Alaska Mental Health Trust Land Office.