Investment Portfolio Manager

Goshen, NY 10924

Job Category: Accounting & Finance Job Number: 52176224 Pay Rate: $85000-110000 / year

Job Description

Job Title: Investment Portfolio Manager
Job Location: Goshen, NY
Salary: $85,000+ annually, depending  on experience

Seeking an Investment Portfolio Manager to handle client investment portfolios to achieve financial goals while maintaining and growing client relationships.

Key Responsibilities:
  • Manage portfolios according to client objectives and firm philosophy
  • Build and maintain client relationships, including financial reviews and goal planning
  • Ensure compliance with all firm and regulatory standards
  • Collaborate with team members to drive growth and client satisfaction
Qualifications:
  • Bachelor’s degree required
  • Series 65/66 license required
  • 3–5 years of financial industry experience
  • Preferred: CFP, CHFC, or CIMA designation

Meet Your Recruiter

Nicole Petrakis

Here's Help Staffing & Recruiting is committed to an inclusive workplace that does not discriminate against race, nationality, religion, age, marital status, physical or mental disability, sexual orientation, gender, or gender identity. We believe in diversity and encourage any qualified individual to apply. We are an EEOC Employer.

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About Goshen, NY

Explore exciting job opportunities in the vibrant area around Goshen, New York, where career growth and enchanting charm converge! Nestled in the picturesque Hudson Valley, Goshen boasts a rich history, quaint boutiques, farm-to-table dining, and renowned art galleries like Orange County Arts Council and Harness Racing Museum & Hall of Fame. With nearby attractions like the stunning Sterling Forest State Park and the iconic Woodbury Common Premium Outlets, working in Goshen offers a perfect balance of career fulfillment and leisure. Don't miss out on the chance to be part of this dynamic community – start your job search today!