Senior Wealth Portfolio Architect for HNW Growth

First-Command-Financial-Services; Fort Worth (TX); On-site; USD 180,000 - 240,000; Full time

Job summary

First Command Financial Services is seeking a Senior Wealth Portfolio Manager in Fort Worth, TX to independently manage high net worth portfolios and build strong client relationships. You will design investment strategies, monitor performance, and provide comprehensive wealth management solutions while mentoring junior staff.

You will also contribute to business development, lead client engagements, and collaborate with the Director of Wealth Management on leadership needs.

Qualifications

• Bachelor’s degree required in Finance, Economics, Business, or related field.

Responsibilities

• Manage and mentor junior team members.
• Assist with escalated client concerns.
• Lead client engagements and develop wealth management strategies.
• Prepare client reports and presentations.
• Develop personalized wealth management strategies based on client objectives and risk tolerance.

Skills

Team leadership

Client relationship management

Portfolio management

Communication skills

Microsoft Office

Investment knowledge

Education

Bachelor's degree in Finance/Economics/Business

Tools

Envestnet

MoneyGuide Pro

Job description

First Command Financial Services is seeking a Senior Wealth Portfolio Manager in Fort Worth, TX to independently manage high net worth portfolios and build strong client relationships. You will design investment strategies, monitor performance, and provide comprehensive wealth management solutions while mentoring junior staff.

You will also contribute to business development, lead client engagements, and collaborate with the Director of Wealth Management on leadership needs.