Portfolio Manager; manage HNW clients & portfolio

Our client is looking for a smart, genuine, personable, knowledgeable, and ambitious portfolio manager with experience in managing a client’s portfolio (HNW Individuals & Families). They need someone who will make discretionary investment management decisions in a fiduciary capacity.

You will construct and manage individualized investment portfolios that will meet their financial goals and objectives. You will work directly with clients, build relationships, and provide collaborative support with the team.

They need someone who has a firm grasp on the markets, that will build out an approved list of investments consisting of ETFs, individual stocks, and mutual funds. This is an exciting opportunity to build this out from the ground up without the RED TAPE. Must have knowledge of stock and bond markets.

Salary + Bonus with some travel involved, all expenses paid, with support for CE and community involvement. Elevate your investment career in the Tulsa Metropolitan area — where relationships matter and your expertise shines. Are you ready for an exciting new challenge?

To learn more about our organization please visit us at

To apply for this position, submit your resume by choosing one of the following:

• Email your resume in WORD format to  Please refer to job reference code NB/portfoliomgr
  
  OK in the subject line.
• NO CALLS PLEASE

• Mid‑Senior level

• Full‑time

• Finance

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