Fiduciary Portfolio Manager - Wealth Management & Estate Planning
Company: Jobot
Location: Phoenix
Posted on: August 7, 2022
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Job Description:
Opportunity for an experienced fiduciary client portfolio
manager to join a progressive growing RIA wealth management firm in
Phoenix!This Jobot Job is hosted by: Ken ClarkeAre you a fit? Easy
Apply now by clicking the "Apply Now" button and sending us your
resume.Salary: $110,000 - $150,000 per yearA bit about us:Our
client is seeking an experienced Client Portfolio Manager to join
their headquarter offices in Phoenix. The organization has a unique
hybrid structure that provides both fiduciary and legal services
related to wealth management and estate planning and has
experienced tremendous growth over the last several years. The firm
currently has more than $1 billion in assets under management with
that number growing each month. We are seeking candidates with
previous financial advising experience to provide consultative
services to existing and new clients through bi-annual and annual
reviews. The majority of client meetings will be conducted via
phone or virtually. The incoming portfolio manager will also
provide leadership to the firm's existing portfolio management team
to strategize and maximize returns for the firms existing clients.
A Series 65 or 66 license is required for this role.Our client has
a uniquely strong culture that values both personal and
professional growth for all employees. A low turnover stable
environment has led to sustained success and incredible results for
their clients. Their internal structure provides strong internal
resources for support that will allow the incoming portfolio
manager to focus solely on providing strategic consultative
financial advice. If you are interested in discussing this
opportunity further, please contact me today by applying below or
sending a confidential resume to Why join us?
Keywords: Jobot, Phoenix , Fiduciary Portfolio Manager - Wealth Management & Estate Planning, Executive , Phoenix, Arizona
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