Senior Wealth Portfolio Manager: HNW Strategy & Leadership

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

Job summary

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

You will mentor junior Wealth Portfolio Managers, contribute to business development, lead client engagements, and stay ahead of market trends to deliver tailored, holistic plans.

Qualifications

• Bachelor’s degree in finance, economics, business, or related field required.
• 15+ years of experience in finance, investments, or portfolio management.
• CFP®, CIMA®, CFA®, or ChFC® or similar designation required.
• Series 63/65 or 66 required or to be acquired within 180 days of hire.
• Series 7 required or to be acquired within 180 days of hire.

Responsibilities

• Managing and mentoring junior team members.
• Directly or indirectly assist team members with escalated client concerns.
• Assist the Director, Wealth Management in team leadership requirements as needed.
• Managing client portfolios, including asset allocation and investment selection.
• Preparing client reports and presentations.
• Participating in client meetings and communications.
• Developing personalized wealth management strategies based on client objectives and risk tolerance.
• Building and maintaining strong client relationships.
• Leading client engagements and providing holistic wealth management solutions.
• Developing innovative investment strategies and monitoring market trends.
• Maintaining awareness of the financial markets and the economy.
• Maintains a strong network within the industry.

Skills

Team leadership

Mentoring

Client relationship management

Communication skills

Analytical thinking

Problem solving

Attention to detail

Multi-tasking

Travel flexibility

Education

Bachelor’s degree (Finance/Economics/Business or related field)

Master’s degree

Tools

Envestnet

MoneyGuide Pro

Job description

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

You will mentor junior Wealth Portfolio Managers, contribute to business development, lead client engagements, and stay ahead of market trends to deliver tailored, holistic plans.