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The principal objective of the MIO Investment Advisory team is to provide unbiased financial advice and build the Firm’s Partners’ long-term wealth by constructing appropriate investment portfolios. MIO’s role is to provide investment counseling and education and identify products for Partners as well as avoid expensive or inefficient external products.
MIO’s Investment Advisory team is seeking an Advisor or Advisory Analyst to join our global group based in Atlanta, GA. This is a client-facing, advisory-focused opportunity, not a sales role. The incentive to excel is qualitative and values-based.
Support the Investment Advisory team in all investment counseling activities
Support the team in the implementation of portfolio recommendations for investors
Third-Party Service Providers (e.g. tax advisors, banks, asset managers, etc.)
Liaise with external service providers to assist with investor follow up and implementation of investment recommendations