Portfolio Advisor

Portfolio Advisor

Investors Trust Company is seeking a Portfolio Advisor to work with high-net worth clients and prospective clients to develop and implement appropriate investment strategies. The Portfolio Advisor will also handle business development to help meet team based sales and revenue goals. Investors Trust Company offers a dynamic and supportive culture, superior training and development, work/life balance, and excellent benefits.

• Allocate, monitor, and rebalance client portfolios and schedule periodic meetings to review performance and discuss market environment.
• Determine acceptable client risk level based on market expectations, time frame, and client risk preferences.
• Communicate market trends and investment concepts in a client-friendly format and explain how trends may influence client portfolios.
• Maintain client relationships, including staying abreast of market conditions, investment research, and economic trends.
• Evaluate performance and ensure compliance with regulatory standards.
• Generate client referrals and identify new client prospects by actively calling on attorneys, CPAs, and other centers of influence.

• College degree required; CFA or CFP designation preferred
• 7+ years of professional portfolio management experience
• Proven record of marketing to high-net worth clientele
• Excellent communication, interpersonal and relationship management skills
• Detailed understanding of capital markets
• Proven networking skills and ability to independently develop relationships with prospective clients and referral sources

The Company is an equal opportunity employer. As such, the Company offers equal employment opportunities without regard to race, color, religion, sex (including pregnancy), national origin, age, disability, genetic information, veteran status and other protected class characteristics.