Morton Wealth is currently looking to add new talent to our growing team. We are a registered investment advisor that was formed in 1981 and manages roughly $3 billion in assets across 1,200+ families. We manage wealth personally with the goal of empowering better investors and encouraging families to enjoy their lives. Our investment approach is distinctly not “Wall Street” as we are willing to look beyond traditional investments if we feel that alternative investments can more closely match our investment philosophy of risk management, true diversification and cash flow. In addition to our unique investment approach, we also offer comprehensive financial advice that aligns with traditional CFP® education as well as behavioral finance.

Role Overview:

• Develop hands-on expertise in portfolio monitoring and cash management - Analyze daily cash positions, custodial alerts (Schwab & Fidelity), withdrawals, and     allocation models to identify and resolve portfolio exceptions.
• Build technical trading and execution skills - Review trading screens, flag issues requiring follow-up, and collaborate closely with the Portfolio Management     team to support timely trade execution.
• Gain deep exposure to investment systems and data - Set up and classify securities, maintain account cash reserves, and support reconciliation processes by researching and resolving routine breaks.
• Grow within a structured investment operations workflow - Manage trading requests, support portfolio administration, and continuously expand knowledge of allocation models, alternative investments, and rebalancing processes through hands-on experience.
• Progress towards the CFA designation is strongly preferred.

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Our ideal candidate forthis role will strive to reflect our core values in the following ways:

• Excellence - Has solid investment knowledge base and exhibits exceptional attention to detail.
• Ethical - Maintains accurate records for compliance purposes and works with team members to make sure recommendations are accurate.
• Empowerment - Has the ability to provide advisor team with solutions for their clients and desires to continue education.
• Empathy - Considers the client history before making recommendations and is eager to help team members in need.
• Engagement - Understands the job functions and is fulfilled by knowing how those functions contribute to the objectives of the firm.
• Enjoyment - Approaches interactions with team members and leadership as a two-way street, adding value through building relationships across teams.

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Core Competencies:

• Initiative - Identifies what needs to be done and doing it before being asked to or required by the situation
• Communicates Effectively – Develops and delivers multi-mode communications that convey a clear understanding of the unique needs of different audiences.
• Self-development – Actively seeking new ways to grow and be challenged using both formal and informal development channels.
• Drives Engagement – Creates a climate where people are motivated to do their best to help the organization achieve its objectives.

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Our Offer:

• Competitive compensation package
• Retirement and health benefits
• Transparent career tracks and opportunities for advancement within the organization

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