Investment Portfolio Manager

1 week ago


Plano, Texas, United States Staffing In Motion Full time
Job Title: Investment Advisor

Job Summary:

We are seeking a highly skilled Investment Advisor to join our team at Staffing In Motion. As an Investment Advisor, you will be responsible for managing client relationships and providing expert investment advice to high net worth individuals.

Key Responsibilities:

  • Manage a book of 150-200 households with assets in excess of $500,000
  • Provide investment advice and portfolio management services to clients
  • Develop and implement investment strategies to meet client goals and objectives
  • Stay up-to-date on market trends and economic conditions to provide informed investment advice
  • Collaborate with other team members to ensure seamless client service

Requirements:

  • Strong knowledge of investment products and services
  • Excellent communication and interpersonal skills
  • Ability to work in a fast-paced environment and meet deadlines
  • Strong analytical and problem-solving skills
  • Ability to build and maintain strong relationships with clients

Compensation and Benefits:

We offer a competitive salary range of $85,000-$120,000, plus discretionary bonuses. Additionally, we provide 100% coverage on all health/medical, dental, and vision care for you and any dependents, as well as 401k matching.

About Us:

Staffing In Motion is a leading provider of staffing solutions. We are committed to providing exceptional service to our clients and candidates. If you are a motivated and results-driven individual who is passionate about delivering outstanding results, we encourage you to apply for this exciting opportunity.



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