Portfolio Manager
Squarely LLC
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. What you'll do 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 Investing criteria alongside traditional due diligence Contribute to the firm's model portfolios and asset allocation committee work What you'll bring 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 philospophy Confidential search conducted by a retained executive search firm. All inquiries held in strict confidence. #J-18808-Ljbffr Squarely LLC
Vacancy posted 1 day ago
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