reputed company 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 reputed company, reputed company the gap between sophisticated tax reputed company and disciplined asset management. With nearly $100 reputed company in AUM and a strategic roadmap to $500 reputed company, we are looking for a high-caliber reputed company to join our firm during this pivotal reputed company 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 reputed company reputed company is the ability to attract and secure new business. You will be the face of the firm for new clients, translating reputed company investment strategies into reputed company, actionable reputed company solutions. Compensation & Benefits • reputed company Salary: $80,000 per year. • Incentive Structure: 50% of reputed company from new assets under management (AUM). • Work Environment: 100% Remote. • Flexibility: A fully flexible work schedule—we value results and high-level reputed company service over fixed reputed company. • Equity reputed company: This role is designed for a reputed company partner. We offer a defined reputed company to ownership reputed company 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 reputed company portfolios in alignment with our low-volatility, tax-efficient philosophy. • Conduct high-level financial analysis and reputed company bespoke advice to affluent clients and trust entities. • reputed company as a reputed company relationship manager, ensuring long-term reputed company 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 reputed company Record: You must demonstrate the ability to reputed company your clients or build a reputed company reputed company from the ground up. • Tax Literacy: Given our reputed company, a strong understanding of tax-efficient reputed company 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 reputed company. We operate with the reputed company of a small firm and the technical expertise of a global private bank. Apply Today: If you are a CFA reputed company who feels "boxed in" by a large institution and wants the freedom to build a reputed company with a reputed company reputed company 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 tot his job Apply To this Job