Senior Wealth Portfolio Manager II

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

Job Description

How will your role impact First Command?

As a Senior Wealth Portfolio Manager, you will independently manage high net worth individual portfolios and develop client relationships. You will design and implement investment strategies, monitor performance, and provide comprehensive wealth management solutions. You will contribute to business development efforts. As a senior member of the team, you will also assist with escalated client concerns and help to develop more junior Wealth Portfolio Managers.

Job Description

How will your role impact First Command?

As a Senior Wealth Portfolio Manager, you will independently manage high net worth individual portfolios and develop client relationships. You will design and implement investment strategies, monitor performance, and provide comprehensive wealth management solutions. You will contribute to business development efforts. As a senior member of the team, you will also assist with escalated client concerns and help to develop more junior Wealth Portfolio Managers.

What will the employee do in this role?

• 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 strong awareness of the financial markets and the economy.
• Maintains a strong network within the industry.

What skills and qualifications do you need?

(designate requirements vs. preferences)

Education

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

Work Experience

• 15+ years of relevant experience in finance, investments, or portfolio management required.
• Proven leadership experience.

Certifications & Licenses

• A CFP®, CIMA®, CFA®, or ChFC®, or other similar designation is required.
• Series 63 and 65, or Series 66, required, or must be acquired within 180 days of hire.
• Series 7 required or must be acquired within 180 days of hire.

Knowledge, Skills, And Abilities

• Prior people management experience is a plus.
• Strong ability to use all components of Microsoft Office.
• Current working knowledge of investment products and platforms. Experience with Envestnet or Money Guide Pro is a plus.
• Outstanding written and oral communication skills required, with the ability to communicate complex concepts in simple terms.
• Ability to compassionately handle client and advisor issues.
• High level of problem-solving, mathematical, statistical and analytical skills.
• Must be detail-oriented and possess strong organizational skills.
• Must be able to handle frequent interruptions throughout the day, addressing co-worker, advisor, employee and client needs, and still be able to accomplish necessary responsibilities.
• Ability to travel, as needed, to attend workshops/conferences or meet with clients/advisors.
• Ability to work independently and prioritize responsibilities.
• Work well as part of a team; understand/respect the needs of others.
• Ability to follow procedures and convey them to others.
• Ability to maintain client confidentiality.
• Ability to multi-task and move quickly from one task to another.