Portfolio Manager

About the Opportunity

Wealth Advisor & Portfolio Manager — RIA (Confidential)

Our client, a growing independent RIA, is adding an advisor who can own client relationships and build portfolios — not hand one off to the other.

Responsibilities

• Lead planning relationships end to end, from discovery through implementation and ongoing reviews
• Construct and manage diversified client portfolios, including trading, rebalancing, and drift monitoring
• Screen and select funds and managers, applying Biblically Responsible Investing criteria alongside traditional due diligence
• Contribute to the firm's model portfolios and asset allocation committee work

About You

What you'll bring
Series 65 (or qualifying designation)
Several years of client-facing advisory or portfolio management experience at an RIA, hybrid, or trust company
Degree in a quantitative or business field
CFP, CFA, MBA a plus; comfort with modern planning software (eMoney, MoneyGuidePro, or similar)
Personal alignment with existing investment philosophy

Eligibility

Confidential search conducted by a retained executive search firm. All inquiries held in strict confidence.