Wealth Portfolio Strategist — Associate

United Community Bank; Orlando (FL); On-site; USD 68,000 - 113,000; Full time

Job summary

United Community Bank in Orlando, Florida, seeks a Wealth Management Associate Portfolio Manager to support the construction and ongoing management of discretionary investment portfolios for high‑net‑worth clients and institutions.

You will work under the Director, Portfolio Management and collaborate with Private Bankers, Trust Officers, and senior investment team members to deliver a high‑quality wealth management experience.

Qualifications

• Undergraduate degree in business, finance, economics, or related field
• Progress toward professional designations such as CFA, CIMA, CFP, or MBA preferred
• Two to four years of investment management, investment advisory, trust, or related financial services experience
• Foundational knowledge of investment strategies, asset allocation, and portfolio construction
• Strong analytical, quantitative, verbal, and written communication skills

Responsibilities

• Assist in design, construction, and maintenance of client portfolios per objectives and risk tolerance
• Support portfolio rebalancing, trade execution, and cash management
• Prepare investment reviews, performance reports, and client presentation materials
• Monitor portfolio performance and market conditions, provide observations to the Director
• Participate in client meetings and relationship reviews as a supporting team member

Skills

Investment knowledge

Performance measurement

Analytical skills

Communication skills

Relationship building

Education

Undergraduate degree in business/finance

Progress toward CFA/CIMA/CFP or MBA

Job description

United Community Bank in Orlando, Florida, seeks a Wealth Management Associate Portfolio Manager to support the construction and ongoing management of discretionary investment portfolios for high‑net‑worth clients and institutions.

You will work under the Director, Portfolio Management and collaborate with Private Bankers, Trust Officers, and senior investment team members to deliver a high‑quality wealth management experience.