Job Title: Portfolio Manager

Company: Blue Ridge Wealth Planners

Location: Knoxville, TN

About Us:

Blue Ridge Wealth Planners is a distinguished financial firm located in Knoxville, TN. We are dedicated to providing our clients with exceptional wealth management services tailored to their unique financial goals. Our commitment to excellence and personalized service is central to our

client relationships.

Position Overview:

We are seeking a highly motivated and experienced Portfolio Manager to join our team. The successful candidate will be 100% focused on managing portfolios, ensuring optimal performance and client satisfaction. Previous experience in a Registered Investment Advisor (RIA) firm, experience with 401(k) plans, or substantial investment experience is highly valued.

Qualifications:

CFA certification is required.
Series 65 license is preferred.
Proven experience in portfolio management or similar roles.
Strong analytical skills and attention to detail.
Excellent communication skills and client orientation.

Key Responsibilities:

Manage day-to-day operations of clients' investment portfolios.
Conduct ongoing market research and analysis.
Develop, implement, and adjust investment strategies aligned with client objectives.
Engage in client-facing interactions to explain portfolio decisions and updates.
Maintain and build client relationships through exceptional service and responsiveness.
Collaborate with financial planners and analysts to develop new investment strategies.
Monitor economic trends and regulatory changes affecting investment opportunities.
Prepare detailed reports and documentation for clients and internal management.
Ensure compliance with firm policies and regulatory requirements.
Continuously improve portfolio management processes and tools for enhanced efficiency.

Benefits:

Medical, dental, and vision insurance
401(k)
PTO

Hours

M-F
8am-5pm

Salary

$100,000-$120,000

Presented by Advisor Employee Services Thank you for your interest in the Portfolio Manager role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website at https://aesplacement.com/and the services provided. We are not a staffing firm but together have built a reputable and continuously expanding business model that allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!

Blue Ridge Wealth Planners jobs

Portfolio Manager