Wealth Management Advisor / CFA / Portfolio Manager / New Business

Portfolio Manager & Business Development Officer Harvest Portfolio Management, LLC is a fee-only Registered Investment Advisor (RIA) dedicated to tax-efficient portfolio management for affluent individuals, trusts, and entities. We specialize in low-volatility equity investing, bridging the gap between sophisticated tax strategy and disciplined asset management. With nearly $100 million in AUM and a strategic roadmap to $500 million, we are looking for a high-caliber professional to join our firm during this pivotal growth phase. The Role We are seeking a rare hybrid: a CFA Charterholder who possesses the technical rigors of portfolio management and the entrepreneurial drive of a rainmaker. While your title is Portfolio Manager, your primary success lever is the ability to attract and secure new business. You will be the face of the firm for new clients, translating complex investment strategies into clear, actionable wealth solutions. Compensation & Benefits • Base Salary: $80,000 per year. • Incentive Structure: 50% of revenue from new assets under management (AUM). • Work Environment: 100% Remote. • Flexibility: A fully flexible work schedule—we value results and high-level client service over fixed office hours. • Equity Path: This role is designed for a future partner. We offer a defined path to ownership within 3 to 5 years for the right candidate. Key Responsibilities • Proactively identify and engage high-net-worth prospects to grow the firm's AUM. • Manage and rebalance client portfolios in alignment with our low-volatility, tax-efficient philosophy. • Conduct high-level financial analysis and provide bespoke advice to affluent clients and trust entities. • Act as a lead relationship manager, ensuring long-term client retention through superior service. Preferred Qualifications • CFA Charterholder: A deep understanding of investment analysis and portfolio management is non-negotiable. Required Qualifications • Series 65 License: This is mandatory for compliance purposes, regardless of your CFA status. • Proven Business Development Track Record: You must demonstrate the ability to move your clients or build a client base from the ground up. • Tax Literacy: Given our niche, a strong understanding of tax-efficient investing is highly preferred. • Entrepreneurial Spirit: You are looking for a career-defining opportunity to own what you build. About Harvest Portfolio Management, LLC Founded in 2018 and led by a veteran CIO with a background in major private banks and trust companies, Harvest is a boutique firm by design but an institution by standard. We operate with the agility of a small firm and the technical expertise of a global private bank. Apply Today: If you are a CFA professional who feels "boxed in" by a large institution and wants the freedom to build a practice with a direct path to ownership, we want to hear from you. Job Types: Full-time, Permanent Pay: $80,000.00 - $10,000,000.00 per year Work Location: Remote Apply tot his job Apply To this Job