Portfolio manager permanent position in Boca Raton, FL

Portfolio Manager Opportunity In Boca RatonOur client is an Independent privately Registered Investment Advisor looking for a Portfolio Manager to help their growing business with an in-depth understanding of financial markets, portfolio theory, market trends, a strong understanding of investment, risk management and overall economic outlook.Salary, bonus, will be compensated if have an existing book of bonus.Primary Responsibilities:Maintaining strong client relationships by regularly contacting existing clients to discuss general market conditions, economic trends and meeting to discuss their portfolio performance and investment objectives.Meet with clients ensure investment objectives and current portfolio allocations are still in line with clients' initial IPS.Developing investment presentations to prospective, current clients, creating and managing investment allocations for individuals, families and Trusts.Meet with investment analysts, wholesalers and researchers to gain a better understanding of market conditions that may impact client accounts or future investments.Education and Training:Bachelor's degree preferably in Business, Economics or Finance.Series 66, or Series 63 and Series 657 or more years of experience in the financial services or investment field, with a focus on providing portfolio recommendations to clients or in-depth financial or market analysis.Professional certification as a Chartered Financial Analyst (CFA), CFP or a similar qualification.Compensation Package Salary, bonus, health and retirement benefits.