Portfolio Advisor

Portfolio Advisor to manage fee-revenue producing investment accounts for small to mid-sized personal trust relationships and individual portfolios, develop investment strategies and recommendations, analyze and revise strategies as client goals evolve, maintain strong communication with clients and the broader client service team, demonstrate proficiency with investment tools and methodologies, and execute initiatives and training in support of business objectives. Successful candidates will have knowledge of investment theory and financial principles, strong decision-making, sales, and negotiation skills, and 6-8 years of investment experience. Work authorization in the U.S. without sponsorship is required.