Job Summary:
We are seeking a skilled Wealth Manager with portfolio construction experience to become an asset to an amazing financial group. In this role, you will be responsible for managing investment portfolios, providing financial advice, and building relationships with clients. Along with the base salary, there are also consistent opportunities for commissions and bonuses!

Responsibilities:
- Manage investment portfolios for clients, ensuring optimal performance and risk management
- Design and monitor existing portfolios with a goal of sorting them into 1 of 10 client service models, as well as ensuring clients are well-positioned
- Conduct financial analysis to assess portfolio performance and make recommendations for adjustments
- Collaborate directly with team and managing director, along with providing quarterly reports
- Build and maintain strong client relationships through regular communication and meetings
- Monitor market trends and economic indicators to inform investment decisions
- Collaborate with internal teams to ensure compliance with regulations and company policies

Requirements:
- Bachelor's degree in Finance, Economics, or related field
- CFA or CFP preferred, but not required
- Strong knowledge of investment products, financial markets, and industry trends
- Proven experience in wealth management and portfolio management/construction
- Familiarity with Wills trusts estate law, tax regulations, and financial planning principles
- Excellent analytical skills with the ability to interpret complex financial data
- Exceptional relationship management skills with a focus on client satisfaction
- Ability to invest strategically while considering risk management practices
- Demonstrated financial acumen and understanding of financial analysis techniques

If you are a dedicated professional with a passion for finance and a talent for managing portfolios effectively, we would love to discuss this with you!

Job Type: Full-time

Pay: $55,000.00 - $60,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Compensation package:

• Bonus opportunities

Weekly schedule:

• No weekends

Work setting:

• In-person
• In the field
• Office

Ability to Relocate:

• Red Bank, NJ: Relocate before starting work (Required)

Work Location: In person