Portfolio Manager & Associate Advisor

Portfolio Manager & Associate Advisor
About Horizon Wealth Planning

Horizon Wealth Planning is a financial planning and wealth management firm focused on helping clients make wise, well-informed decisions with their financial resources.

We believe people develop through money, not for money.

That means financial planning is not only about helping clients accumulate more. It is also about helping them navigate decisions in a way that is consistent with their values, responsibilities, faith, and the person they believe God is calling them to become.

Our approach combines comprehensive financial planning and investment management with a deeper focus on decision-making, behavior, stewardship, and how financial choices affect a client’s broader life.

Position Summary

The Associate Advisor & Portfolio Manager is a hybrid investment-management and financial-planning role.

Approximately half of the position is dedicated to helping run and maintain the firm’s investment models and client portfolios. The other half is focused on financial-planning analysis, client preparation, and advisor support.

A significant part of the role involves monitoring investments and market conditions, reviewing technical charts and other investment data, and working closely with the lead advisor to evaluate potential changes to the firm’s portfolio models and client allocations.

The remaining responsibilities center on client planning and advisor support, including preparing analysis, maintaining planning work, and participating in client meetings as appropriate.

Portfolio Management & Investment Research -

• Help run and maintain the firm’s portfolio models and client allocations
• Monitor investments, market conditions, portfolio positioning, and risk
• Conduct ongoing research on individual securities, ETFs, sectors, industries, and broader market trends
• Use technical analysis to evaluate current and prospective investments
• Work closely with the lead advisor to evaluate potential model changes, trades, and rebalancing opportunities
• Monitor client accounts for alignment with intended investment strategies and model allocations
• Track portfolio performance and maintain supporting investment research and analysis
• Assist with the ongoing development and refinement of the firm’s investment-management process
  

Financial Planning & Advisor Support -

• Prepare client review and financial-planning materials
• Maintain retirement, tax, cash-flow, and investment analysis
• Assist with Roth conversion, RMD, QCD, capital-gain, and distribution planning
• Review client accounts and financial plans for potential planning opportunities or concerns
• Prepare the lead advisor for client meetings by identifying important planning and investment issues
• Maintain client-specific planning analysis and supporting reports
• Assist with Social Security, Medicare, estate, insurance, and other planning analysis as needed
• Help organize and maintain planning follow-up items
• Coordinate with the client-service and operations team on implementation of approved recommendations
• Help ensure decisions and recommendations made during client meetings are carried through accurately
• Participate in client meetings as appropriate
  

Role Development

This position is designed for someone who wants to build expertise across both investment management and comprehensive financial planning.

As experience and judgment develop, responsibilities may expand to include greater ownership of the portfolio-management process, increased participation in client meetings, presenting investment and planning analysis, handling portions of client reviews, and taking greater responsibility for selected client relationships.

Ideal Candidate

The ideal candidate is analytical, organized, curious, and genuinely interested in both investments and financial planning.

This role is well suited for someone who enjoys following markets, reviewing charts, analyzing investments, and understanding how portfolio decisions fit within a client’s broader financial life.

Strong candidates will likely have experience or interest in portfolio management, investment research, technical analysis, financial planning, tax-aware planning, retirement planning, behavioral finance, Excel and financial modeling, portfolio analytics, and financial-planning software.

The right person should be comfortable working in an environment where technical financial knowledge, sound judgment, continual learning, and a values-based approach to financial planning all matter.

Compensation

• Compensation: $80,000-120,000 base salary, depending on experience, with additional performance-based compensation and benefits.