Wealth Portfolio Manager II

About the role

As a Wealth Portfolio Manager, you will independently manage high net worth individual portfolios and develop client relationships. You will design and implement investment strategies, monitor performance, and provide comprehensive wealth management solutions. You will also contribute to business development efforts.

Responsibilities

• Managing client portfolios, including asset allocation and investment selection.
• Preparing client reports and presentations.
• Participating in client meetings and communications.
• Developing personalized wealth management strategies based on client objectives and risk tolerance.
• Building and maintaining strong client relationships.
• Leading client engagements and providing holistic wealth management solutions.
• Developing innovative investment strategies and monitoring market trends.
• Maintaining strong awareness of the financial markets and the economy.

Requirements

• Bachelor’s degree required. Emphasis in Finance, Economics, Business, or related field preferred.
• 6+ years of relevant experience in finance, investments, or portfolio management.
• Material progress towards CFP®, CIMA®, CFA®, ChFC®, or other similar designation is required.
• Series 63 and 65, or Series 66, required, or must be acquired within 180 days of hire.
• Series 7 required or must be acquired within 180 days of hire.

Skills

• Strong ability to use all components of Microsoft Office.
• Current working knowledge of investment products and platforms. Experience with Envestnet or Money Guide Pro is a plus.
• Outstanding written and oral communication skills, with the ability to communicate complex concepts in simple terms.
• Ability to compassionately handle client and advisor issues.
• High level of problem-solving, mathematical, statistical, and analytical skills.
• Detail-oriented with strong organizational skills.
• Ability to handle frequent interruptions while accomplishing responsibilities.
• Ability to travel as needed to attend workshops, conferences, or meet with clients/advisors.
• Ability to work independently and prioritize responsibilities.
• Ability to work well as part of a team and maintain client confidentiality.
• Ability to multi-task and move quickly from one task to another.