Portfolio Manager / Investment Advisor
- Employer
- Strategic Wealth Partners
- Location
- Cleveland, Ohio
- Salary
- $100,000
- Closing date
- Feb 12, 2019
View more
- Job Function
- Portfolio Management: Equities, Portfolio Management: Multi-Asset, Wealth Management
- Industry Sector
- Private Wealth Management Firm
- Certifications
- Passed CFA Level I, Passed CFA Level II, Passed CFA Level III (Charter Pending), CFA Charterholder
- Employment Type
- Full Time
- Education
- Bachelors
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Job Details
The Portfolio Manager / Investment Advisor is an integral role within our organization. This person will report directly to the CEO and will be responsible for the following job duties:
- Manage model portfolios for the firm's clients.
- Conduct macroeconomic, sector, and equity-specific research for the firm.
- Communicate the results of the research confidently and clearly to the team.
- Brief key team members weekly on research.
- Assist the CEO in preparing for media appearances.
- Service clients and conduct portfolio reviews.
The ideal candidate will have:
- Passed at least CFA Level 2.
- Have experience with any or all -- Bloomberg, Factset, Morningstar.
- Strong communication skills.
- Strong analytical skills.
Only resumes with cover letters will be considered. Also, relocation to Cleveland is mandatory.
Company
Strategic Wealth Partners is a Registered Investment Advisor specializing in wealth management strategies for high net worth business professionals and entrepreneurs.
Company info
- Location
-
5005 Rockside Rd
Suite 1200
Independence
OH
44131
US
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