What are the responsibilities and job description for the Portfolio Manager position at Castle Wealth Management?
Company Description Castle Wealth Management (CWM) is a Registered Investment Advisory firm founded in 1997, providing customized wealth management and financial planning services. The firm serves high-net-worth families, individuals, businesses, trusts, and charitable entities with tailored strategies. CWM is overseen by Managing Member Christina Worley, a seasoned professional holding CPA/PFS, CFP®, and CFA designations. The team focuses on personalized service and current, in-depth financial expertise to address each client’s unique needs and circumstances.
Role Description This is a full-time, on-site Portfolio Manager role based in Boynton Beach, FL. The Portfolio Manager will construct, monitor, and rebalance client portfolios in alignment with each client’s investment policy, risk tolerance, and long-term objectives. Responsibilities include conducting fundamental and quantitative investment research, analyzing securities and asset classes, and implementing trades across client accounts. The role involves ongoing portfolio performance review, risk monitoring, and preparation of portfolio reports and materials for client meetings. The Portfolio Manager will collaborate with advisors and planners on integrated wealth management solutions, contribute to investment committee discussions, and maintain compliance with firm policies and regulatory requirements.
Qualifications
- 5 years of portfolio management experience
- CFA charter holder preferred
- FINRA Series 65 (or equivalent) required
- Strong analytical, communication and presentation skills
- Experience in client-facing reviews and relationship building
- High attention to detail and a client-first mindset
- Familiarity with Advyzon Quantum Rebalancing and Charles Schwab Institutional platforms a plus