Investment Advisor/ Portfolio Manager

Job summary

Develop and manage client relationships, understand clients’ financial goals, and create investment strategies and comprehensive wealth management advice tailored to their needs. Build and retain a client base through prospecting, participate in team meetings and training, and stay current on financial products, services, and market conditions.

Job details

About Us: Acumen is a client-focused firm providing comprehensive wealth management and capital markets services and advice. We are 100% employee-owned and truly independent, meaning we place our clients' interests at the forefront of our operations. Our reputation of integrity, insight, and value is the cornerstone of all our relationships. We pursue well-vetted investment opportunities, always intending to provide excellent returns for our clients. We value entrepreneurship, accountability, and responsible corporate citizenship. These values guide each team member's efforts to ensure our services and advice result in optimal returns on your investments. About the Role: As an Investment Advisor, you'll help clients achieve their financial goals. You'll provide personalized financial advice and develop investment strategies that align with our clients' unique financial objectives. We're looking for a professional with a strong client base, capable of maintaining and expanding professional relationships. What You Bring: ● Minimum of 5+ years of experience in a similar role. ● A strong client base showcasing your ability to maintain and expand professional relationships. ● Deep understanding of wealth management services. ● Proactive approach, with the ability to work independently. Responsibilities: ● Develop and manage relationships with clients, understand their goals, and create strategies to help them achieve those goals. ● Provide comprehensive wealth management advice to meet the diverse needs of clients. ● Maintain and build your client base by prospecting new clients and retaining existing ones. ● Actively participate in team meetings and training sessions. ● Continuously stay updated with the latest financial services and products and the overall financial market scenario. What We Offer: ● A chance to build your business under our banner, with industry-leading support and training. ● Best in-class operational platform. ● Access to a comprehensive range of wealth management products and services. ● A supportive work culture that drives growth and success. ● If you're ready to take a leap in your career and make a significant impact in a dynamic, employee-owned firm, apply today to join us at Acumen Capital Partners.

What you’ll do

Develop and manage client relationships, understand clients’ financial goals, and create investment strategies and comprehensive wealth management advice tailored to their needs. Build and retain a client base through prospecting, participate in team meetings and training, and stay current on financial products, services, and market conditions.

Requirements

Requires at least five years of experience in a similar role, a strong client base, and a deep understanding of wealth management services. Candidates should be proactive and able to work independently.

Benefits

• Industry-Leading Support And Training
• Operational Platform
• Wealth Management Products And Services
• Supportive Work Culture

Listed skills

• Client Relationship Management · Preferred
• Business development · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Wealth Management
• Investment Strategy Development
• Client Relationship Management
• Financial Advice
• Client Prospecting
• Client Retention
• Portfolio Management
• Financial Market Knowledge
• Independent Work
• Business Development

Job areas

• Finance & Accounting
• Sales
• Management & Leadership