| Location: |
Texas
Southwest (AZ, AR, NM, OK & TX) |
| Salary Range: |
70,000 - 80,000 |
| Total Compensation: |
85,000 - 95,000 |
| Job Description: |
Portfolio Manager will work with both personal and institutional accounts. Accounts are about 1/3 retirement plans & IRA’s and 2/3’s personal accounts. Open architecture with SMA’s and mutual funds. Bonds are selected in-house. Some analysis with input into the model portfolios are part of this position but more time will be spent working with customers investments than analysis. Will assist with business development presentations including presentations to boards of non-profits. Opportunity to grow financial planning practice within the department. No cold calling. |
| Education and Certifications/Licenses: |
Bachelor's, Certified/Chartered Financial Planner, None |
| Mandatory Minimum Qualifications: |
Must have investment knowledge and strong customer relationship skills. Must have business development skills - want someone they can hand a referral to and who can run with it. Must have knowledge of investments. Stable employment history. Degree required. |
| Preferred Qualifications: |
CFP is a plus. Prefer someone with strong leadership skills for succession planning purposed. Candidates working for fee based RIA's are welcome to apply. |
| Benefits: |
EE health insurance fully paid
|
| Overnight Travel: |
None Listed |
| Relocation Assistance: |
Might Consider, Negotiable - no defined plan |
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