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Job details

Investment Management / TAMP / Philadelphia

This Jobot Job is hosted by Katrina McFillin

Are you a fit? Easy Apply now by clicking the "Easy Apply" button and sending us your resume.

Salary $150,000 - $250,000 per year

A Bit About Us

We provide investment solutions and concierge-level service for advisors and their clients.



Why join us?


Opportunity to have a financial stake in a rapidly growing investment management firm with the RIA space.

Job Details

Portfolio Manager who is client facing

CFA

UHNW and HNW clients

asset allocation, modeling, portfolio management, and advisory education.

Interested in hearing more? Easy Apply now by clicking the "Easy Apply" button.

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.

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Click our Jobot logo and follow our LinkedIn page!