HBKS Wealth Advisors is hiring a Portfolio Manager or Junior Portfolio Manager, depending on experience (PM). The PM will report to the firm’s Chief Investment Officer and support the firm’s asset management function. This person will be responsible for the analysis and recommendation of various investment opportunities in the public and private markets on behalf of HBKS client portfolios. The PM will participate on the firm’s Investment Policy Committee and in the asset allocation decisions of the firm’s client portfolios. The PM also provides the research and data needed on a variety of economic and market issues for the committee to make sound investment decisions on behalf of the HBKS clients. The PM also will assist the Financial Advisors on an occasional basis in one-on-one meetings with clients and prospects.
10 years research and investment management experience
CFA or CAIA designation
Additional Salary Information: Competitive salary commensurate with experience.
About HBKS Wealth Advisors
HBKS Wealth advisors is a large RIA with offices in four states. We provide a comprehensive range of financial services to individuals and businesses. Our certified financial planners are committed to helping our clients manage, grow, and protect their wealth.