Wealth Advisor / Portfolio Manager
- Employer
- StevenDouglas
- Location
- Cincinnati, Ohio
- Salary
- Commensurate with experience - $200,000 +, profit sharing and path to Partnership
- Closing date
- Aug 2, 2024
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- Job Function
- Investment Advisor/Consultant, Portfolio Management: Equities, Portfolio Management: Fixed Income, Portfolio Management: Multi-Asset, Relationship Management, 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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The Private Wealth Management Group at StevenDouglas is seeking Wealth Advisor/PM as part of a succession plan for a $8 Billion RIA. Position can sit in Cincinnati, Ohio or Chicago, Illinois. The firm has two Advisors on each client relationship; one planning focused and the other an investment/portfolio specialist. We are seeking the investment/portfolio focused, client facing Wealth Advisor to take on these relationships. Roughly 10+ years of experience, CFA is highly preferred.
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