Austin Asset

3 weeks ago


Austin, United States NAPFA Consumer Group Full time

About this role: Austin Asset is seeking an experienced senior portfolio manager to join our wealth management team. We are looking for an investment-focused team member who guides portfolio decisions at a high level, but mainly communicates with existing and prospective clients regarding investment philosophy, economic climate, and performance attribution. Required Qualifications: Bachelor’s degree required, preferably in Finance, Business, Economics or Accounting. Certified Financial Planner (CFP) designation OR Chartered Financial Analyst (CFA) is required. Minimum of six years of industry-related experience. #J-18808-Ljbffr


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