Portfolio Manager
5 days ago
Harrison Gray is partnering with a leading Private Wealth Management firm in Colorado. This firm specializes in fee-based discretionary asset management for individuals and families, customizing portfolios based on their clients' financial goals.
The ideal candidate has 7-10 years of experience as a Financial Advisor and is looking to grow within a company. The successful advisor will develop new clients by cultivating their personal and professional networks and leveraging relationships with centers of influence.
Key Responsibilities
- Maintain close, ongoing relationships with existing clients.
- Develop new business through entrepreneurial spirit and discipline.
Requirements
- Existing book of business.
- Entrepreneurial spirit.
- Structure and discipline.
- Existing network that can be expanded and cultivated.
- Intellectual curiosity.
- Drive for success.
- Strong community involvement.
- CFP or advanced designations, and Series 63, 65, or 66.
- Comfortable interacting with high net worth individuals.
- Effective communication skills.
- Proven ability to build trust and credibility quickly.
Benefits
- 401k with discretionary match.
- Medical insurance.
- Three weeks PTO.
- Work from home Fridays.
- Competitive payouts.
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