Client Development & Portfolio Manager

Position Overview

We are seeking a self-motivated and team-oriented individual to join our growing wealth management practice. The Client Development & Portfolio Manager will play a key role in expanding our client base, developing new client and firm relationships, deepening existing relationships, and delivering exceptional financial guidance.

Qualifications

• 8-10 years’ experience in a Financial Advisor role with extensive experience crafting and delivering comprehensive financial plans.
• Demonstrable network of centers of influence, business owners, and high net worth individuals.
• CFA or CFP® designation or progress toward certification preferred.
• Experience guiding, developing, and supporting advisors to enhance their skills and capabilities.
• Strong communication, prioritization, and relationship-building skills.
• Proficient in financial reporting systems, CRM software, Microsoft Excel, and Word.
• Experience with the Charles Schwab platform preferred.

Benefits

• Compensation: $140,000 -150,000 Base salary, Annual bonus potential contingent on contributions to growth in organic AUM, revenue, and profits.
• Healthcare, Vision, Dental.
• 401k Eligibility with Company Match.
• Educational and conference reimbursement upon completion.