Portfolio Manager - Financial Firm - Knoxville, TN
Portfolio Manager - Financial Firm - Knoxville, TN
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$ 100000 - 120000
1 Vacancy
Job Description
Company: Blue Ridge Wealth Planners
Location: Knoxville TN
Blue Ridge Wealth Planners is a distinguished financial firm located in Knoxville TN. We are dedicated to providing our clients with exceptional wealth management services tailored to their unique financial goals. Our commitment to excellence and personalized service is central to our client relationships.
We are seeking a highly motivated and experienced Portfolio Manager to join our team. The successful candidate will be 100% focused on managing portfolios ensuring optimal performance and client satisfaction. Previous experience in a Registered Investment Advisor (RIA) firm experience with 401(k) plans or substantial investment experience is highly valued.
- CFA certification is required.
- Series 65 license is preferred.
- Proven experience in portfolio management or similar roles.
- Strong analytical skills and attention to detail.
- Excellent communication skills and client orientation.
- Manage day-to-day operations of clients investment portfolios.
- Conduct ongoing market research and analysis.
- Develop implement and adjust investment strategies aligned with client objectives.
- Engage in client-facing interactions to explain portfolio decisions and updates.
- Maintain and build client relationships through exceptional service and responsiveness.
- Collaborate with financial planners and analysts to develop new investment strategies.
- Monitor economic trends and regulatory changes affecting investment opportunities.
- Prepare detailed reports and documentation for clients and internal management.
- Ensure compliance with firm policies and regulatory requirements.
- Continuously improve portfolio management processes and tools for enhanced efficiency.
- Medical dental and vision insurance
- 401(k)
- PTO
- M-F
- 8am-5pm
- $100000-$120000
Required Experience:
Manager
Employment Type
Full Time
