Investment Portfolio Manager

3 weeks ago


Houston, Texas, United States Signature Estate & Investment Advisors, LLC Full time
About the Role

As an Investment Portfolio Manager with Signature Estate & Investment Advisors, LLC, you will be responsible for overseeing client planning, implementation, and service details. You will conduct investment reviews, respond to service issues, and maintain client and practice management data.

Job Responsibilities
  • Oversight of client planning and implementation
  • Conducting investment reviews and analysis
  • Responding to service issues and inquiries
  • Maintaining accurate client and practice management data
Qualifications and Requirements
  • Bachelor's Degree in a relevant field or equivalent experience
  • FINRA licenses Series 7 and 66, and enrollment in CFP study courses
  • Proficiency in spreadsheet software (Excel), order processing systems, word processing software (Word), electronic mail software (Outlook), presentation software (PowerPoint), and CRM software
Compensation and Benefits

The estimated salary for this role is $60,000 - $80,000 per year, based on industry standards and location. Benefits include health insurance, retirement plan, and paid time off.



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