Description:

Our client is seeking an Portfolio Manager / Wealth Advisor to join their team in a full-time, direct-hire capacity. This role is responsible for leading portfolio strategy, delivering investment insights, and maintaining strong client relationships within a collaborative wealth management environment.

Responsibilities Include:

• Design, implement, and manage customized client portfolios in collaboration with the Wealth Management Team.
• Ensure client objectives align with firm standards and investment guidelines.
• Conduct portfolio analysis and performance reviews to maintain strategic alignment.
• Identify opportunities to improve portfolio management across asset classes and align with client risk tolerance.
• Deliver a high-quality client experience as a trusted advisor by integrating investment insights and strategies.
• Collaborate with Wealth Management Advisors on complex client relationships.
• Translate investment perspectives into actionable insights to support strategic planning.

Qualifications:

• Bachelor’s degree required; MBA, CFA, or CFP strongly preferred.
• Series 65 or Series 66 and Series 7 licenses required.
• 6+ years of professional experience in portfolio management, investment research, or a related role.
• Extensive knowledge of global financial markets, portfolio construction, and investments across traditional and alternative asset classes.
• Proven ability to build and maintain trusted relationships with high-net-worth clientele, with a strong commitment to confidentiality.
• Advanced written and verbal communication skills; highly organized, driven, and disciplined.
• Ability to manage multiple priorities and meet competing deadlines.
• Highly collaborative and team-oriented, with the ability to work cross-functionally to deliver strong client outcomes.
• Strong attention to detail, integrity, and a values-driven mindset.

Hours & Benefits:

• Monday – Friday, 8 AM– 5 PM
• Hybrid
• PTO
• Health, Dental, Vision
• 401K

For more details on this role, please contact jobs@walrathrecruiting.com or call 518-275-4816. Please reference the specific job number you are inquiring about.

The specific salary/pay rate offered to a candidate may be influenced by a variety of factors, including but not limited to the candidate’s experience, education, and work location.

This is an immediate opportunity. The interview process will be comprised of a combination of virtual and in-person. If you are qualified for this position, please apply using our secure online form.