Investment Advisor

Investment Advisor

Multi-Family Office
Published
April 5, 2020
Location
Pittsburgh Region, United States

Description

Investment Advisor
Pittsburgh Region
Multi-Family Office

 

Overview
Multi-Family Office in Pittsburgh seeks an Investment Advisor to manage client relationships with an emphasis on asset allocation, risk management and high touch client service.

 

Highlights

  • Manage relationships with Firm’s high net worth and ultra high net worth clientele
  • Provide research, due diligence, portfolio construction and investment management in conjunction with the Investment Management Team
  • Collaborative culture servicing clientele with holistic wealth advisory
  • The Firm has a track record of developing and promoting talent; excellent opportunity for advancement.
  • Strong culture of independent thought, pro-activity and quality of life
  • Competitive base salary with profit and performance based bonuses, excellent benefits, and a path towards equity ownership

 

Requirements

  • 3+ years manager research or asset allocation experience required
  • 3+ years relationship management experience strongly preferred
  • CFP or CFA required
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