Experienced Investment Manager
4 weeks ago
We are seeking a seasoned Certified Financial Planner (CFP) with a strong background in investment management and portfolio growth. This individual will play a key role in managing and growing client portfolios while providing comprehensive financial planning services.
Key Responsibilities:
- Develop and implement tailored financial plans for clients, ensuring alignment with long-term financial goals.
- Manage investment portfolios, monitor performance, and adjust strategies based on market trends.
- Conduct financial analysis and recommend investment strategies, balancing risk and return.
- Advise clients on retirement planning, estate planning, and tax strategies.
- Stay updated on financial regulations and ensure compliance with industry standards.
- Collaborate with internal teams to identify new business opportunities and enhance client relationships.
Qualifications:
- Certified Financial Planner (CFP) designation required.
- Minimum of 7 years of experience in investment management and portfolio management.
- Proven ability to manage high-net-worth client portfolios.
- Strong knowledge of financial planning software and tools.
- Excellent communication and client relationship management skills.
Benefits:
- Competitive salary of $150K+, plus performance-based bonuses.
- Comprehensive benefits package including health insurance, retirement plans, and professional development opportunities.
At Ultimate Staffing, we value our clients and strive to provide the best possible service. We are committed to finding the right candidate for this role and look forward to reviewing your application.
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Investment Associate
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Trust Investment Officer
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