Financial Advisor or Portfolio Manager

Company Description

WPA Family Office & Private Wealth LLC is an independent boutique firm founded by wealth advisors with over 25 years of industry experience. We specialize in simplifying the lives of high net-worth clients by providing personalized and comprehensive family office services to meet their financial needs.

Role Description

This is a full-time hybrid Financial Advisor or Portfolio Manager role located in the Dallas-Fort Worth Metroplex, with some flexibility for remote work. The role seeks those with current clients, and includes advising clients with financial analysis and investment management, providing financial planning and wealth management services, conducting market research, and evaluating investment opportunities.

Qualifications

• Bachelor's degree in Finance, Accounting, or related fields
• Professional certifications (e.g. CFP, CFA) are a plus
• Minimum of 5 years of experience in the financial services industry, preferably as a financial advisor or portfolio manager
• Strong knowledge of financial instruments and investment strategies
• Excellent analytical and problem-solving skills
• Ability to communicate complex financial information clearly and effectively to clients
• Strong organizational and time management skills
• Ability to work independently while also being a team player
• High ethical standards and commitment to compliance with regulatory requirements