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CFA / Wealth Strategist

Respected, local wealth advisory firm is looking to add technical expertise to their practice due to many years of success and growth.  This is a newly created position that will allow this firm to provide an elevated level of service to their clients and provide more strategic guidance to new clients transitioning their portfolios.  This is an excellent opportunity to play a strategic / advisory role for clients today and build a portfolio analysis practice within this firm, with a team of professionals who serve clients in this capacity as the firm grows.

 

Responsibilities

  • Analyze client investment portfolios and research investment opportunities to build strategic plans for high net worth clients
  • Design portfolios that align with client risk appetite and retirement / estate strategies
  • Attend client meetings with wealth advisors to provide technical / market intelligence and guidance
  • Constantly research market trends and happenings
  • As the firm grows, select and hire a team of top notch analysts and train them

 

This is an exciting opportunity to walk into a position that truly is a blank slate today, where you will be allowed to make a lasting impact on this business.  Our client has experienced steady growth over many years, and is on the cusp of accelerated growth due to practice acquisitions and several new, significant / high profile clients coming aboard.

 

For immediate consideration, contact Jeff Kovar, Associate Partner & Senior Recruiting Manager, at 402-334-4800 *216 or send your resume to jkovar@hemphillsearch.com for a confidential discussion.  Job Number 4225JK.

The Right Match - The First Time

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Contact Information

Jeff Kovar

402-334-4800 ext. 216

jkovar@hemphillsearch.com

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    Jeff has more than 10 years of experience within accounting and financial recruiting. A key factor in Jeff's success is his passion to build long-standing relationships while focused on an in-depth understanding of the strengths, interests, and career goals of each individual he works with. Jeff takes pride in his role, and knows that helping an individual step up to a position where they are focused on their strengths, while having the opportunity to grow professionally, are key factors in identifying the "right match." "It is incredibly rewarding to know that we have helped make a real difference in the life of an individual when we place them into a company where they are well positioned for success, happiness, and career growth."

    Jeff understands that the biggest factor contributing to the success of a leader is their ability to identify, hire, develop, and retain high quality employees. Jeff is tenacious in his recruitment and careful while selecting individuals who will be successful and happy in their new position long-term. It is all about the "right match" so, Jeff pushes himself to make sure that the companies and the individuals we assist have found the right solution!

    Jeff graduated from Millard South High School where he played basketball and was active in student council. Jeff had fun while investing six years coaching youth basketball in the Omaha Parochial Athletic League and the Millard Junior High feeder league. Jeff studied Pre-Law at the University of Nebraska at Omaha, and then transferred to Creighton where he switched his major to Organizational Communication. Prior to joining Hemphill Search Group, Jeff worked in corporate foreign currency exchange, with Travelex and Custom House, who are both now owned by Western Union Business Solutions.

    Jeff and his wife Jenny grew up in Omaha and met while in High School. They are very active and enjoy playing golf, traveling, and cheering the Cornhusker Football and Basketball teams, and they are also enthusiastic Creighton Basketball fans. Jeff and Jenny have a young and growing family, with son Connor, and daugthers Kate and Grace.

Jeff has more than 10 years of experience within accounting and financial recruiting. A key factor in Jeff's success is his passion to build long-standing relationships while focused on an in-depth understanding of the strengths, interests, and career goals of each individual he works with. Jeff takes pride in his role, and knows that helping an individual step up to a position where they are focused on their strengths, while having the opportunity to grow professionally, are key factors in identifying the "right match." "It is incredibly rewarding to know that we have helped make a real difference in the life of an individual when we place them into a company where they are well positioned for success, happiness, and career growth."

Jeff understands that the biggest factor contributing to the success of a leader is their ability to identify, hire, develop, and retain high quality employees. Jeff is tenacious in his recruitment and careful while selecting individuals who will be successful and happy in their new position long-term. It is all about the "right match" so, Jeff pushes himself to make sure that the companies and the individuals we assist have found the right solution!

Jeff graduated from Millard South High School where he played basketball and was active in student council. Jeff had fun while investing six years coaching youth basketball in the Omaha Parochial Athletic League and the Millard Junior High feeder league. Jeff studied Pre-Law at the University of Nebraska at Omaha, and then transferred to Creighton where he switched his major to Organizational Communication. Prior to joining Hemphill Search Group, Jeff worked in corporate foreign currency exchange, with Travelex and Custom House, who are both now owned by Western Union Business Solutions.

Jeff and his wife Jenny grew up in Omaha and met while in High School. They are very active and enjoy playing golf, traveling, and cheering the Cornhusker Football and Basketball teams, and they are also enthusiastic Creighton Basketball fans. Jeff and Jenny have a young and growing family, with son Connor, and daugthers Kate and Grace.

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