Jeff Abrams with Robert Half is thrilled to partner with an exceptional company in the search for a Wealth Advisor/Portfolio Manager to join their esteemed team. Our client is dedicated to providing unparalleled service and support to their clients, and they are seeking a passionate and driven individual to contribute to their continued success.Position Overview: You would be managing portfolios (equities, fixed income, mutual funds/ETFs) and overseeing the asset allocations, trades, position balances and tax management at year end.