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Portfolio Manager
Job Description
A distinguished and highly reputable financial services firm is seeking a Portfolio Manager to join their team in Philadelphia, PA! This is an amazing opportunity for a financial professional or RIA to grow your career without the pressure of meeting a sales quota, where you can focus on building lasting relationships with your clients while managing their financial portfolios. The firm is looking for someone with at least 7 years of financial licensure experience, with a commitment to exceptional client service and a collaborative mindset. This is the perfect role if you have experience with large financial institutions but value a small, supportive team atmosphere, work-life balance and the ability to grow your career!
Pay Range: $100,000 - $200,000 DOE
Responsibilities:
- Manage and maintain client portfolios
- Execute stock and bond trades based on investment committee recommendations
- Build and nurture client relationships through virtual and in-person meetings
- Collaborate with the team to ensure clients' investment goals are met
- No financial planning required; the firm has dedicated CFPs
- Work with big firm clients referred through the advisor network
Requirements:
- Minimum 7 years of experience as a licensed 65 or 66 professional
- Bachelor's degree required
- CFA and CFP certifications preferred
- Experience with managing portfolios of $2 million or more is a plus
Benefits:
- 100% healthcare coverage
- Profit sharing
- 401K with 5% match
- Supportive, team-oriented
- Hybrid schedule
If you’re a financial professional who wants to get away from Wall Street and enjoy the family friendly environment of the RIA space, this could be your dream job! Apply now!
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