Investment Portfolio Manager
4 weeks ago
Toler Financial Group, a boutique wealth management firm, is seeking an experienced investment professional to join our team. As an Investment Specialist, you will play a key role in executing the investment process for our advisors, working closely with our operations team to ensure seamless client service.
Responsibilities:- Lead the execution of the investment process for a team of advisors
- Manage portfolio changes in coordination with our outsourced Chief Investment Officer
- Assist advisors in preparing for portfolio setup and review meetings by generating proposals and performance statements
- Analyze portfolio elements and participate in model reporting and changes
- Manage cash in accounts, including deposits, disbursements, and auto-investing
- Trade to models for new accounts and rebalancing
- Support investment paperwork operations and database/CRM management
- Custom account trading and tax loss harvesting
- Client problem-solving
- Develop and maintain written systems for the team
- Maintain all licensing and continuing education requirements
- Participate in investment committee meetings with advisors
- 3+ years of experience in wealth management, with 1+ year in trading and portfolio responsibility
- FINRA Series 65/66
- Clean regulatory record
- CFP or CFA designation (or in progress)
- Positive attitude, growth mindset, and ability to take feedback
- Model trading experience on a platform like Black Diamond, Orion, or Tamarac
- Strong analytical skills and detail-orientation
- Great organizational and time management skills
- Ability to handle multiple tasks and demands with humor and confidence
- Familiarity with racial and LGBTQ diversity
- Experience with custodial platforms, CRMs, and wealth management software
- MS Office proficiency
- Quarterly bonuses for firm and personal targets
- Paid Time off and holidays
- 401k with matching contributions
- Health, vision, dental, life, and disability insurance
- Technology reimbursement
- Education/conference benefits
Toler Financial Group is an equal opportunity employer and welcomes applications from qualified candidates without regard to race, color, religion, gender, sexual orientation, national origin, disability status, or any other protected characteristic.
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