Portfolio Manager
3 weeks ago
About the Role:
We are seeking a highly skilled Private Client Advisor to join our team at Staffing In Motion. As a Private Client Advisor, you will be responsible for working with high net worth clients to provide personalized investment advice and portfolio management services.
Key Responsibilities:
- Meet with clients to discuss their investment goals and objectives
- Develop and implement customized investment portfolios for clients
- Provide ongoing portfolio management and monitoring services
- Collaborate with the portfolio management and service team to ensure seamless client transitions
Requirements:
- Minimum 2 years of experience in portfolio management or a related field
- Strong track record of success in sales and bringing in new investment assets
- Licenses to manage portfolios containing individual stocks/bonds
What We Offer:
- $100,000 salary to start, with uncapped commission potential
- 100% coverage of health/medical, dental, and vision care for you and your dependents
- Home office expenses and travel expenses covered
About Us:
Staffing In Motion is a global portfolio management firm with over $200 billion in assets under management. We are committed to providing our clients with personalized investment advice and portfolio management services.
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