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Wealth Management Portfolio Manager

Senior Investment Strategist & Portfolio Lead

Job in Plymouth Meeting, Montgomery County, Pennsylvania, 19462, USA
Listing for: Legacy Advisors, LLC
Full Time position
Listed on 2026-03-01
Job specializations:
  • Finance & Banking
    Wealth Management, Portfolio Manager
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A wealth management firm in Plymouth Meeting, PA, is seeking an experienced professional to manage and analyze client portfolios, conduct due diligence on investment managers, and support wealth management goals. This role requires 10+ years in investment management with a client-centric approach. Candidates should possess a CFA or similar designation and a strong proficiency in portfolio management software. This position offers comprehensive benefits including medical, dental, and retirement plans.
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Position Requirements
10+ Years work experience
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