Portfolio Manager
northwestern mutual groupHouston (TX)
Portfolio Manager
Posted yesterday
northwestern mutual groupHouston (TX)
SENIORITY
Senior
About the role
RSF Wealth Management is one of the top private wealth management firms of Northwestern Mutual in Houston, Texas. We are hiring in the position of Portfolio Manager to work with our team, and our high net-worth client families. We are a close-knit team who are high-producing, growth oriented, and fun, who also value family and service. We are looking for that special person to join our work family. See our website for more information about our firm: RSF Wealth Management, Houston, TX | Northwestern Mutual Overview We are seeking a highly skilled and motivated Portfolio Manager to join our dynamic team. The ideal candidate will possess a strong background in investment management and financial planning, with a keen understanding of tax implications and estate law. This role requires a strategic thinker who can effectively manage client portfolios, ensuring alignment with their financial goals while navigating the complexities of wealth management.
Duties:
Develop and implement tailored investment strategies for clients based on their financial objectives and risk tolerance.
Conduct thorough analysis of market trends, economic conditions, and investment opportunities to make informed decisions.
Utilize financial software to monitor portfolio performance and generate reports for clients.
Collaborate with clients to provide comprehensive financial planning services, including tax strategies and estate planning considerations.
Maintain up-to-date knowledge of wills, trusts, and estate law to advise clients effectively.
Build and maintain strong relationships with clients through regular communication and performance reviews.
Work closely with other financial professionals, including accountants and investment bankers, to ensure holistic wealth management solutions.
Qualifications:
- Bachelor's degree (in Finance, Accounting, Business or related field); advanced degree preferredCFA charter or progress toward the CFA designation required
- Series 7 required, and 64/65 or 66 preferred (required to obtain missing licenses within first 90 days)
- Proven experience in portfolio management or related fields such as investment banking or wealth management.
- Strong technical accounting skills with an emphasis on tax implications affecting investments.
- Excellent financial acumen with the ability to analyze complex financial data and market trends.
- Proficiency in financial software tools for portfolio analysis and reporting.
- Exceptional communication skills with the ability to explain complex concepts clearly to clients.
- A proactive approach to problem-solving and decision-making in high-pressure environments.
Compensation and Benefits:
- W2 Salary and Growth Opportunities
- Group Life and Disability Benefits
- Paid Parking, Laptop, and Workspace
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