Senior Wealth Portfolio Strategist

Johnson Financial Group; Alabama; On-site; USD 120,000 - 190,000; Full time

Job summary

Johnson Financial Group is seeking a Senior Wealth Portfolio Manager to deliver tailored investment strategies and holistic financial planning for high-net-worth clients. You will collaborate with Wealth Advisors, manage complex client relationships, and ensure trusted guidance across portfolios and markets.

Join a collaborative team focused on integrity, empathy, and excellence, and play a key role in expanding client relationships while upholding rigorous regulatory standards.

Qualifications

• Bachelor's degree and minimum 6 years of experience in wealth management, portfolio strategy, or investment advisory supporting HNW client relationships.
• Series 65/66 or IA equivalent or needs to be obtained within 90 days of start.
• Professional certifications such as CFA®, CFP®, CTFA®, ChFC® preferred.
• Strong grasp of investment principles, asset allocation, capital markets, and risk management; knowledge of trusts, qualified plans, and business succession concepts preferred.
• Proven ability to manage client relationships in a consultative role with autonomy, collaborate with internal teams, and oversee portfolio construction and investment strategies.

Responsibilities

• Work closely with the Wealth Advisor to uncover each client's goals, risk tolerance, time horizons, and planning needs, ensuring tailored investment guidance.
• Collaborate to assess high-net-worth prospect needs, aligning investment solutions that support new opportunities and long-term relationships.
• Deliver a client-centric experience that integrates investment advice with comprehensive financial planning.
• Provide proactive communication about investment strategy and market conditions, and emit timely education and support.
• Partner with the Wealth Advisor team to retain and grow client relationships and support business development goals.
• Represent the organization in client, community, and industry settings, building credibility and opportunities.

Skills

Investment principles

Client relationship management

Asset allocation

Risk management

Financial planning

Education

Bachelor's degree

Series 65/66 or IA equivalent

CFA CFP CTFA ChFC preferred

Job description

Johnson Financial Group is seeking a Senior Wealth Portfolio Manager to deliver tailored investment strategies and holistic financial planning for high-net-worth clients. You will collaborate with Wealth Advisors, manage complex client relationships, and ensure trusted guidance across portfolios and markets.

Join a collaborative team focused on integrity, empathy, and excellence, and play a key role in expanding client relationships while upholding rigorous regulatory standards.