Entrepreneurial opportunity for professional to join a successful investment management firm, committed to succession from within. We are looking for a person to become a shareholder within five years.
The candidate will be responsible for managing the portfolios of, and handling the client relationships with, mostly high net worth individuals. This person will also be directly involved with investment selection, and he/she will also be responsible for attracting his/her client base.
Our client portfolios are invested in individual stocks and bonds.
Compensation package to include base salary, percentage of candidate’s collected client revenue, and outstanding benefits. An ideal candidate should have at least 10 years of client relationship and investment management experience.
We are a registered investment adviser located in an eastern suburb of Cleveland, OH.