First Command Financial Services

Wealth Portfolio Manager II

First Command Financial Services • $100K — $120K *
Fort Worth, TX 76137In-Person
Finance & Insurance
5 - 7 years of experience
Today
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Job Overview by Ladders

Qualifications

  • Bachelor's degree in Finance, Economics, Business, or a related field preferred.
  • 6+ years of relevant experience in finance, investments, or portfolio management.
  • Progress towards CFP®, CIMA®, CFA®, or ChFC® designations required.
  • Must have or obtain Series 63 and 65 (or Series 66) within 180 days of hire.
  • Series 7 required or must be acquired within 180 days of hire.

Responsibilities

  • Manage high net worth individual portfolios, including asset allocation and investment selection.
  • Prepare comprehensive client reports and presentations.
  • Participate in client meetings and maintain ongoing communications.
  • Develop personalized wealth management strategies based on client objectives and risk tolerance.
  • Build and maintain strong relationships with clients.
  • Lead client engagements by providing holistic wealth management solutions.
  • Monitor market trends and develop innovative investment strategies.

Benefits

  • Hybrid work environment, allowing for flexible work arrangements.
  • Opportunities for professional development and continuing education.
Full Job Description
Job Description

How will this role impact First Command?

As a Wealth Portfolio Manager, you will independently manage high net worth individual portfolios and develop client relationships. You will design and implement investment strategies, monitor performance, and provide comprehensive wealth management solutions. You will contribute to business development efforts.

What will the employee do in this role?

  • Managing client portfolios, including asset allocation and investment selection.
  • Preparing client reports and presentations.
  • Participating in client meetings and communications.
  • Developing personalized wealth management strategies based on client objectives and risk tolerance.
  • Building and maintaining strong client relationships.
  • Leading client engagements and providing holistic wealth management solutions.
  • Developing innovative investment strategies and monitoring market trends.
  • Maintaining strong awareness of the financial markets and the economy.


What skills & qualifications do you need?

Education
  • Bachelor's degree required. Emphasis in Finance, Economics, Business, or related field, preferred.


Work Experience
  • 6+ years of relevant experience in finance, investments, or portfolio management required.


Certifications & Licenses
  • Material progress towards CFP®, CIMA®, CFA®, or ChFC® or other similar designation is required.
  • Series 63 and 65, or Series 66, required, or must be acquired within 180 days of hire.
  • Series 7 required or must be acquired within 180 days of hire.


Knowledge, Skills, and Abilities
  • Strong ability to use all components of Microsoft Office.
  • Current working knowledge of investment products and platforms. Experience with Envestnet or Money Guide Pro is a plus.
  • Outstanding written and oral communication skills required, with the ability to communicate complex concepts in simple terms.
  • Ability to compassionately handle client and advisor issues.
  • High level of problem-solving, mathematical, statistical and analytical skills.
  • Must be detail-oriented and possess strong organizational skills.
  • Must be able to handle frequent interruptions throughout the day, addressing co-worker, advisor, employee and client needs, and still be able to accomplish necessary responsibilities.
  • Ability to travel, as needed, to attend workshops/conferences or meet with clients/advisors.
  • Ability to work independently and prioritize responsibilities.
  • Work well as part of a team; understand/respect the needs of others.
  • Ability to follow procedures and convey them to others.
  • Ability to maintain client confidentiality.
  • Ability to multi-task and move quickly from one task to another.

#LI-NC1 #LI-HYBRID

About First Command Financial Services

First Command Financial Services, Inc. is a financial planning organization that focuses on serving the unique needs of military families. The company was founded in 1958 by a retired Air Force officer and has since grown to serve clients across the United States. First Command offers a range of financial planning services, including investment management, retirement planning, insurance, and banking. The company is committed to providing personalized service and education to help military families achieve their financial goals.
Learn more about First Command Financial Services
Size
500 employees
Industry
Finance & Insurance
* Ladders Estimates

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