Investment Portfolio Manager manages the company's investment portfolio. Reviews investment strategy, seeks out new opportunities, and recommends changes in investments to manage risk and generate acceptable rate of return. Being an Investment Portfolio Manager studies and monitors investment performance and trends that may impact the portfolio. Requires a bachelor's degree. Additionally, Investment Portfolio Manager typically reports to a head of a unit/department. The Investment Portfolio Manager contributes to moderately complex aspects of a project. Work is generally independent and collaborative in nature. To be an Investment Portfolio Manager typically requires 4 to 7 years of related experience. (Copyright 2024 Salary.com)
You are a perfect match for our Credit Union!
The Investment Advisor position is a key role at First Community for the professional who seeks to work with clients and prospects in assessing their financial goals, needs, and objectives. You will be an integral member of a dynamic customer-focused Investment Services department and part of a Forbes Best-In-State credit union award-winning team. Opportunities abound in a multi-regional territory while earning a competitive base compensation plus commission, in your first year, while you build client relationships based on trust and respect.
REQUIREMENTS:
This position requires an Associate Degree in Business Administration, or related field, or three years of related work experience; and a successful track record in sales and service with a proven ability to build relationships with clients. FINRA Licensing Series 6 or 7 as well as a Series 66 in lieu a combination of Series 63/65; state life and health insurances licenses required. Candidates with three to five years licensed registered representative sales experience are preferred.
Strong oral presentation skills, professional image, self-motivation and the ability to manage multiple projects and tasks simultaneously are expectations of this role.
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**Equal opportunity employer, including protected Veterans and individuals with disabilities.
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