Sr Portfolio Manager

gpac is excited to partner with a well-established bank in the local area seeking a talented and experienced Sr Portfolio Manager to join their team.

If you're ready to take your financial career to new heights and make a significant impact on people's lives, this amazing opportunity is just for you!

Responsibilities:

• Manages and grows a portfolio of client relationships through high-touch service and proactive relationship management.
• Oversee account administration, ensuring accurate processing and regulatory compliance.
• Expands existing relationships and generates new business through referrals, internal partners, and centers of influence.
• Supports onboarding of new clients, including account setup and asset transfers.
• Collaborates with wealth management partners to deliver integrated planning and investment strategies.

Skills:

• Bachelor's Degree in Finance or related field
• CFP (Certified Financial Planner) designation or 5+ years of experience in the financial industry

This company foster a culture of growth, teamwork, and internal promotions. You'll have the opportunity to work alongside industry experts, expand your skillset, and advance your career. We offer competitive compensation, generous health insurance coverage, dental and vision plans, and a competitive 401k package.

Please reach out to me directly for additional information and send resume to ... / ....