Private Client-Portfolio Manager

Location
Madison, Wisconsin
Salary
Comprehensive Benefits: Competitive salary, Health insurance, Profit sharing and 401k match
Posted
Aug 19, 2021
Closes
Oct 18, 2021
Job Function
Wealth Management
Industry Sector
Asset Management
Employment Type
Full Time
Education
Bachelors

We are looking for an experienced portfolio manager to join our Private Client Group.  The individual will work with clients to develop personalized investment solutions to work towards meeting the clients’ long-term financial goals. The ideal candidate will have an interest in and an advanced knowledge of financial concepts including equity analysis, asset allocation, portfolio construction, and investment products and themes. The role is client-facing and will require advanced knowledge of financial and economic topics. In addition, the candidate should be well versed in creating investment and financial plans and working with clients on investment management.  Understanding of complex planning and sophisticated product offerings would also be helpful, including knowledge and understanding of various account types (Trust, IRA, Taxable, Non-taxable, other) as well as understanding and knowledge of the individual tax code.  We are looking for someone who is curious, analytical, independent, a strong communicator, self-motivated, with high integrity and enjoys working with clients.