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Trust Portfolio Strategist
Job in
Mount Pleasant, Isabella County, Michigan, 48804, USA
Listed on 2026-07-08
Listing for:
Isabella Bank
Full Time
position Listed on 2026-07-08
Job specializations:
-
Finance & Banking
Portfolio & Asset Management, Wealth Management
Job Description & How to Apply Below
Isabella Bank is seeking a Trust Portfolio Manager to oversee client investment portfolios in Mount Pleasant, Michigan. This position focuses on client interaction, investment strategy development, and portfolio management to align with client objectives.
The ideal candidate will have a strong background in finance, at least five years of investment experience, and relevant certifications such as CFP or CTFA. Key responsibilities include preparing investment presentations, conducting ongoing portfolio analysis, and enhancing client satisfaction.
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