Portfolio Advisor 2 - Erie, PA

Primary Office Location

Position Title

Position Overview

Primary Responsibilities

• Manages a group of high-net-worth investment portfolios for individuals and institutions according to the corporation's investment policies and procedures.
• Defines each client’s service expectations and strives to exceed those expectations.
• Coincides investment portfolios with changes in client objectives or corporate asset allocation or tactical recommendations.
• Expands the book of business by identifying opportunities within the assigned group of accounts.
• Works with Client Advisors, Wealth Advisors and centers of influence (internal and external) to attract new wealth clients to the corporation.
• Solves client’s various financial needs through cross-sell opportunities.
• Applies a working knowledge of portfolio management, revocable trusts, irrevocable trusts, pensions, individual retirement accounts, foundations and endowments, equity and fixed income markets, economics, asset allocation and trading.
• Completes all required corporate training in a timely manner.
• Completes compliance and required regulatory requirements associated with the assigned book of business in a timely manner.
• Performs other related duties and projects as assigned.

Minimum Level of Education Required

• BA or BS

Minimum # of Years of Job Related Experience Required

• 3 years

Skills Required

• Excellent project management skills
• Excellent communication skills, both written and verbal
• Excellent organizational, analytical and interpersonal skills
• Excellent customer service skills
• Ability to use a personal computer and job-related software
• MS Word - Basic Level
• MS Excel - Intermediate Level
• MS PowerPoint - Basic Level
• Progress towards an MBA or CFA
• Working knowledge of foundations and endowments, individual retirement accounts, pension plans and income and capital gains tax

Physical Requirements

• Frequent driving (car, van, truck)