Portfolio Manager /Investment Advisor

Job summary

Develop and manage client relationships, understand clients' financial objectives, and create investment strategies and wealth management advice tailored to their needs. Grow and retain a client base, participate in team meetings and training, and stay informed about financial products, services, and markets.

Job details

About Us: Acumen is a client-focused firm providing comprehensive wealth management and capital markets services and advice. We are 100% employee-owned and truly independent, meaning we place our clients' interests at the forefront of our operations. Our reputation of integrity, insight, and value is the cornerstone of all our relationships. We pursue well-vetted investment opportunities, always intending to provide excellent returns for our clients. We value entrepreneurship, accountability, and responsible corporate citizenship. These values guide each team member's efforts to ensure our services and advice result in optimal returns on your investments. About the Role: As an Investment Advisor, you'll be responsible for helping clients meet their financial goals. You'll provide tailored financial advice and develop investment strategies that fit our clients' individual financial needs. We're seeking a professional with a strong client base who has the ability to maintain and expand professional relationships. A minimum of 5+ years of experience in a similar role is required. What You Bring: ● At least 5+ years of experience in a similar position. ● A solid client base that reflects your skill in building and growing professional relationships. ● In-depth knowledge of wealth management services. ● A proactive attitude and the ability to work on your own. Role Responsibilities: ● Develop and manage client relationships, understand their objectives, and design strategies to help them reach those goals. ● Offer comprehensive wealth management advice to meet the diverse needs of clients. ● Maintain and build your client base by growing your client base and retaining existing ones. ● Actively participate in team meetings and training sessions. ● Stay informed about the latest financial services and products, as well as the overall financial market Landscape. What We Offer: ● A chance to build your business under our banner, with industry-leading support and training. ● Best in-class operational platform. ● Access to a comprehensive range of wealth management products and services. ● A supportive work environment that drives growth and success. ● If you're ready to advance your career and make a significant contribution in a dynamic, employee-owned firm, apply today to join us at Acumen Capital Partners.

What you’ll do

Develop and manage client relationships, understand clients' financial objectives, and create investment strategies and wealth management advice tailored to their needs. Grow and retain a client base, participate in team meetings and training, and stay informed about financial products, services, and markets.

Requirements

Requires at least five years of experience in a similar role, a solid client base, and in-depth knowledge of wealth management services. Candidates should be proactive, able to work independently, and skilled at building and maintaining professional relationships.

Benefits

• Industry-Leading Support and Training
• Operational Platform
• Wealth Management Products and Services
• Supportive Work Environment

Listed skills

• Client Relationship Management · Preferred
• Communication · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Client Relationship Management
• Wealth Management
• Investment Strategy Development
• Financial Advice
• Client Portfolio Growth
• Client Retention
• Financial Market Knowledge
• Investment Product Knowledge
• Independent Work
• Communication
• Entrepreneurship
• Accountability

Job areas

• Finance & Accounting
• Sales
• Management & Leadership

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