Financial Manager - Portfolio Manager
- Medical , Dental
- Part-Time
- Opportunity to work with a season professional
- Opportunity to grow into ownership
- Access to state of the art and in-depth research
- Bloomberg
- Hedge Fund
Wealth and Portfolio Management firm with seasoned portfolio manager is looking for an additional Manager with a view towards partnership for long-term succession planning. Initially this is a part time very flexible job and could be ideal for a stay-at-home parent. The ideal candidate will have an undergraduate degree in finance and CFP or equivalent. Must have demonstrated ability to deal with clients. Already have their own book of business showing they are able to attract and retain clients a big plus. Current assets under management are over $170 million. Compensation will depend on experience, client base if applicable and time availability.
Qualifications:
- Must have a CFP, CFA, or CPA.
- Familiarity with investment products and services
- Ability to build rapport with clients
- Strong analytical and critical thinking skills
- Excellent written and verbal communication skills
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