Portfolio Advisor, Wealth Management

As a Portfolio Advisor in Wealth Management, you will manage investment activities for high net worth and ultra-high net worth clients, develop and recommend investment strategies, and work closely with the client service team to identify and execute on areas of opportunity.

Requirements

• Minimum 6 to 8 years of investment experience working with wealth management clients
• Knowledge of investment and portfolio management theory, accounting and financial principles
• Decision making, sales, and negotiating skills
• Professional designation (e.g. CFA) is preferred

Benefits

• Retirement benefits (401k and pension)
• Health and welfare benefits (medical, dental, vision, spending accounts and disability)
• Paid time off
• Parental and caregiver leave
• Life & accident insurance
• Discretionary bonus program