Investment Portfolio Manager

3 hours ago


Silver Spring, Maryland, United States Toler Financial Group Full time
Investment Specialist Job Description

Toler Financial Group, a forward-thinking wealth management firm, is seeking a seasoned investment professional to drive our mission of delivering exceptional financial outcomes for our clients.

We operate with a strong commitment to sustainable investing, empowering our clients to align their financial choices with their values. Our team culture is built on diversity, inclusivity, and a passion for delivering exceptional client service.

The Investment Specialist will play a critical role in leading the execution of our investment process, working closely with our advisors and operations team to deliver seamless client experiences. This is a dynamic role that requires a strong interest in portfolio management, construction, and implementation for private clients.

We utilize an outsourced Chief Investment Officer and primarily model portfolios with a focus on sustainable investing. Our technology stack includes Schwab, eMoney, and Black Diamond, with a hybrid work environment and offices in downtown Silver Spring, Maryland.

Key Responsibilities:
  • Lead investment execution for the firm
  • Manage portfolio changes in coordination with our Outsourced Chief Investment Officer
  • Support advisors in preparing for portfolio setup and review meetings
  • Conduct analysis of portfolio elements and participate in model reporting and changes
  • Cash management, including deposits, disbursements, and auto-investing
  • Trading 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 and relationship management
  • Develop and maintain written systems for the team
  • Maintain all licensing and continuing education requirements
Requirements:
  • 3+ years of experience in wealth management, with 1+ year in trading and portfolio responsibility
  • FINRA Series 65/66
  • Clean regulatory record
Preferred Qualifications:
  • CFP or CFA designation (or in progress)
  • Positive attitude, growth mindset, and ability to take feedback
  • Model trading experience on platforms like Black Diamond, Orion, or Tamarac
  • Strong analytical skills and attention to detail
  • Excellent 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
Benefits:
  • 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, committed to diversity and inclusion. We welcome applications from qualified candidates without regard to race, color, religion, gender, sexual orientation, national origin, disability status, or any other characteristic protected by law.



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