Portfolio Advisor

About the role

Manage investment activities for an assigned account base of fee-revenue-producing accounts, representing small to mid-sized personal trust relationships and individual portfolios typically mid-range in size and complexity within the market.

Responsibilities

• Assist in the development of investment strategies and recommendations designed to achieve the investment objectives of specific individual clients.
• Analyze and manage overall investment strategies with continuous revision as client goals and objectives change, working closely and proactively with the broader client service team to identify and execute areas of opportunity aligned with client needs.
• Maintain an influential presence within the local client-facing team and with clients, co-trustees, consultants, the bank's legal area, and outside attorneys to ensure effective communication of client requirements and coordination of portfolio activity.
• Demonstrate proficiency with new investment strategies, tools, and capabilities, including portfolio research and investment methodologies, through ongoing engagement with the National Investment and Goals-Driven Wealth Management Practices, peers, and broader Wealth and Asset Management teams.
• Maintain accountability for personal adherence to best practices as measured by the PM Dashboard and related reporting.
• Execute assigned initiatives, new capability rollouts, and required training in support of business and investment practice objectives.
• Provide feedback to leadership on areas for improvement related to national initiatives, changes, and expectations.
• Solve complex investment-related problems using analytical and practical judgment.

Requirements

Knowledge of investment and portfolio management theory, accounting and financial principles, investment strategies and instruments, and characteristics of various marketplaces, typically acquired through formal education and relevant work experience.

Demonstrated decision-making, sales, and negotiation skills to contribute to market revenue generation and guide sensitive or complex situations through to resolution.

In-depth conceptual and practical knowledge within the role and basic knowledge of related job disciplines.

Minimum of 6–8 years of investment experience, which may include research, with consistent long-term investment performance meeting stated objectives.

Ability to act as a resource for colleagues with less experience.

Qualifications

Minimum of a bachelor's degree in finance, economics, or a related field.

Professional certifications such as CFP (Certified Financial Planner), CFA (Chartered Financial Analyst), or equivalent.

Experience with wealth management software and platforms.

Strong interpersonal and communication skills, particularly in client-facing roles.

Proven ability to work independently and collaboratively within a team environment.

Excellent problem-solving and analytical skills.

Ability to meet deadlines and handle multiple tasks simultaneously.

Passion for providing high-quality financial advice and managing client relationships.

Skills

Proficiency with investment strategies and instruments.

Understanding of market dynamics and trends.

Strong analytical and problem-solving skills.

Effective communication and interpersonal skills.

Ability to work independently and as part of a team.

Benefits

Comprehensive benefits package including health insurance, retirement plans, and paid time off.

Flexible work arrangements to accommodate personal and professional needs.

Opportunities for professional development and advancement within the organization.

Collaborative and supportive work environment fostering innovation and creativity.

Recognition and rewards for outstanding performance and contributions to the organization.

Pay

Competitive compensation based on experience and qualifications.

Schedule

Full-time position with standard business hours.