Company Description

Kirsner Wealth Management is a full-service wealth management and retirement insurance planner based in South Florida. We specialize in creating tailored retirement plans for individuals aged 60 to 90, focusing on their specific goals and needs. Our comprehensive services include risk and income analysis. We have a strong team of professionals and collaborate with Estate Planning Attorneys to ensure clients' assets are preserved for their families. Craig Kirsner, MBA, the President of Kirsner Wealth Management, has over 25 years of experience in the insurance industry.

Role Description

This is a full-time, on-site role located in Coconut Creek, FL. The Portfolio Manager will be responsible for managing and overseeing investment portfolios, conducting detailed financial and risk analysis, executing trades, and monitoring market trends. The Portfolio Manager will work closely with clients to ensure their investment strategies align with their financial goals and risk tolerance.

Qualifications

Strong Analytical and Finance skills
Experience in Portfolio Management and Investments
Knowledge of Trading practices and strategies
Excellent communication and interpersonal skills
Ability to work independently and as part of a team
Bachelor's degree in Finance, Economics, or a related field
Professional certifications such as CFA or CFP are a plus
Prior experience in wealth management or financial planning is beneficial

Base pay between $100K to $120K depending on experience, plus bonuses. Also after 3 months 50% of health care paid and a 3% 401K match.

Kirsner Wealth Management

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Portfolio Manager