Landmark is hiring a Financial Analyst. Click “Read More” for the job description and details on how to apply.
Job Description
Landmark Wealth Management, a SEC registered investment advisory firm, located in Getzville, New York, is seeking to fill a Financial Analyst position. We are pleased to offer this opportunity in a high-quality, collaborative environment where you can develop and strengthen your professional skill set. This role provides hands-on exposure to financial analysis, portfolio management, and client support. Note, this position is designed to remain internally focused rather than client-facing. Key responsibilities include:
Financial Analysis and Advisor Assistance
- Support advisors by preparing meeting materials, including agendas, cash flow illustrations, trade proposals, analyses, and other requested documentation for client meetings and conference calls
Learning and understanding the use of various software programs, including extensive use of Microsoft Excel, financial planning software, and various research tools/software
Support advisors with ad-hoc projects, including prospect meeting analysis, historical data collection, research support, and creation of custom charts
Prepare client presentation and prospecting materials
Portfolio Monitoring & Trading
Monitor client portfolios for alignment with asset allocation targets by reviewing live portfolio values and proposing trades related to rebalancing, cash needs, deposits, rollovers, or allocation changes
Maintain portfolio rebalancing reports to ensure ongoing alignment with investment objectives
Execute approved client trades within the Fidelity custodial platform
Analyze and execute tax-loss harvesting and tax swap trades, when applicable
Develop working knowledge of trading fees, redemption charges, and transaction costs
Coordinate with custodians and third-party service providers to resolve trade-related issues
Tax Compliance
Assist advisors with standard and ad-hoc tax-related projects, as appropriate
Support the team with client tax compliance matters under supervision
Other Supportive Roles
Development and maintenance of internal operational support systems, including client information database, client portfolio reporting software, financial models and projections
Assist with investment research projects, including fund performance analysis and economic data visualization
Support onboarding of new client portfolios, including tracking transfers, rollovers, and reinvestment allocations
Contribute to the development of new firm materials and initiatives, such as agenda content, formatting, and technology enhancements
Salary will be competitive based on experience and qualifications. Bonus and incentive plan also included. Benefits are significant and include medical, dental, vision, vacation, and sick time. This position requires full-time availability.
Resumes with cover letters should be submitted via email as follows:
Denise Konopka, Administrative Assistant
Landmark Wealth Management
2410 North Forest Road, Suite 101, Getzville, NY 14068
Email: Denise@landmarkfirm.com