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Portfolio Manager

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Job Description

About the Opportunity

Wealth Advisor & Portfolio Manager — RIA (Confidential)

Our client, a growing independent RIA, is adding an advisor who can own client relationships and build portfolios — not hand one off to the other.

Responsibilities

  • Lead planning relationships end to end, from discovery through implementation and ongoing reviews
  • Construct and manage diversified client portfolios, including trading, rebalancing, and drift monitoring
  • Screen and select funds and managers, applying Biblically Responsible Investing criteria alongside traditional due diligence
  • Contribute to the firm's model portfolios and asset allocation committee work

About You

What you'll bring

  • Series 65 (or qualifying designation)
  • Several years of client-facing advisory or portfolio management experience at an RIA, hybrid, or trust company
  • Degree in a quantitative or business field
  • CFP, CFA, MBA a plus; comfort with modern planning software (eMoney, MoneyGuidePro, or similar)
  • Personal alignment with existing investment philosophy

Eligibility

Confidential search conducted by a retained executive search firm. All inquiries held in strict confidence.

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