Company Description

Portafolio Capital Management is an independent wealth and capital management firm based in San Antonio, Texas. With over 12 years of combined investment and macro-economic analysis experience, Portafolio Capital Management aims to instill confidence in investors through their market views and investment approach. As a Registered Investment Advisor (RIA) and fiduciary, the firm prioritizes acting solely in the best interest of clients. Our investment philosophy and strategy can be found here: portafoliocapital.com

Who We Are Looking for:

We are looking to bring on a Financial Advisor who is looking to go independent. The independent route of investment advisory consists of following a fiduciary standard in how we serve our clients. You will need to have your Series 65 for this position. In addition, a prior book of business is a plus but not necessary for this position. Furthermore, our firm operates under an AUM fee-only model, you will be compensated accordingly.

Role Description

This is a full-time remote role for an Investment Advisor Representative at Portafolio Capital Management. The Investment Advisor will be responsible for financial planning, thoroughly understanding our investment philosophy and investment strategies, analysis of economic data/monetary policy and how it affects our client portfolios, customer service to client accounts, and managing investments on a day-to-day basis.

Qualifications

Financial Planning, Investments, and Investment Strategies skills
Experience in finance and customer service
Strong analytical and problem-solving skills
Excellent communication and interpersonal abilities
Ability to work independently and remotely
A Bachelor's or Master's degree in Finance, Economics, Business, or related field

Portafolio Capital Management jobs

Independent Financial Advisor