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Fiduciary Portfolio Manager - Wealth Management & Estate Planning

Company: Jobot
Location: Phoenix
Posted on: August 7, 2022

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?

  • Established Organization with Strong Internal Resources for Support
  • Competitive Base Salary + 401k with Match
  • Collaborative Team Oriented Culture
  • Generous PTO Policy & Firm Paid Benefits
  • Hiring Based on Sustainable Growth
  • Well Respected RIA FirmJob DetailsInterested candidates must meet the following requirements for consideration:
    • Minimum 3 years of financial investment advisor experience
    • Series 65 or Series 66. CFP, CFA, CIMA or CPA strongly preferred. Clean U4
    • 2 years of leadership experience management financial advising staff
    • Arizona Life & Annuity LicensePlease contact me today for more information!Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.

Keywords: Jobot, Phoenix , Fiduciary Portfolio Manager - Wealth Management & Estate Planning, Executive , Phoenix, Arizona

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