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Investment Advisor

Investment Advisor

ECG ResourcesLouisville, KY, US
30+ days ago
Job type
  • Full-time
Job description

Job Description

Job Description

Wealth Management Firm in Louisville, Kentucky is seeking a Senior Portfolio Manager to lead investment division.

  • Provide investment advice to HNW individuals, family members, and associated trusts / entities
  • Engage, mentor and lead junior staff
  • Lead internal investment process, asset allocation, security selection, etc.
  • Must have broad based investment background
  • Build consensus around investment process / philosophy
  • Strong communicator with an ability to educate clients in investment principles ($3mm - $140mm clientele)
  • Extensive client contact
  • Not new business oriented; focus is on maintaining and developing current clients
  • 10+ years' experience
  • CFA preferred
  • Familiarity with investment software / technology - ability to implement new systems and best practices is a plus
  • Strong growth potential
  • Compensation package includes Equity opportunity

Relocation Assistance Available