Senior Wealth Portfolio Manager & Financial Planner

Central Bancompany; Jefferson City (MO); On-site; USD 90,000 - 130,000; Full time

Job summary

Central Trust Company seeks a seasoned Portfolio Manager to work directly with clients to develop and implement strategies addressing investment, financial, insurance, tax, and estate planning needs. You will collaborate with other Advisors to provide advice on all aspects of the client relationship and be responsible for investment management, new business development, and client retention.

A successful candidate will be an attentive listener, driven to grow professionally, and able to clearly

Qualifications

• Bachelor’s degree in finance, business, or accounting.
• 7+ years in financial services with client-facing experience.
• Ability to discuss and present complex investment topics to clients.
• Strong interpersonal, relationship management, and communication skills.
• High attention to detail.

Responsibilities

• Responsible for client investment management and retention.
• Assist with creation, delivery, execution, and management of complex financial plans.
• Lead client meetings at all phases of the wealth management cycle to discover and provide solutions to complex client issues.
• Increases market share in their local region.

Skills

Investment management

Client relationship management

Presentation skills

Attention to detail

Communication skills

Education

Bachelor’s degree in finance, business or accounting

Job description

Central Trust Company seeks a seasoned Portfolio Manager to work directly with clients to develop and implement strategies addressing investment, financial, insurance, tax, and estate planning needs. You will collaborate with other Advisors to provide advice on all aspects of the client relationship and be responsible for investment management, new business development, and client retention.

A successful candidate will be an attentive listener, driven to grow professionally, and able to clearly