We are looking for a self-motivated, hardworking individual to join our team as a portfolio manager. This individual will become a large part of a small team and will be given an opportunity to achieve their career goals. The ideal candidate must be team oriented and someone who wants to take an active role in building our firm’s assets under management. The candidate will be expected to develop both new and existing relationships. This individual must be personable, passionate, and someone who thrives in a team environment. The ideal candidate should have a client base and a business plan to grow assets under management.
The ideal candidate will have a minimum of 7 years managing equity and or fixed income portfolios
A Bachelor’s degree.
CFA, CFP designations are a plus.
Relevant professional FINRA securities registrations are a plus.
If CFA or CFP is not held by applicant, a minimum designation of FINRA Series 65 registration is required to be attained under the sponsorship of Haven Wealth Group within 45
Understanding of portfolio construction and risk management
Strong written and verbal skills
Proficiency in Bloomberg and Microsoft Office products required
Thomson Reuters knowledge a plus
Comfortable communicating complex topics simply to clients
Attention to details and ability to multitask required
Proactive and solution oriented individual
Additional Salary Information: - Salary plus performance based bonus
- Benefits package including: Medical, Dental, Vision, Basic Life Insurance
- The option to purchase additional benefits including Life Insurance, Disability, Critical Illness, etc
About Haven Wealth Group, LLC
Haven Wealth Group is a Registered Investment Advisor (RIA) with expertise in wealth management, investment management, and comprehensive financial planning. Our target market includes high net worth individuals, corporations, pension plans, and foundations with liquid assets of $1 million or more. Haven’s primary focus is portfolio management, we presently manage $150 million in assets. We invest in all asset classes, including equities, fixed income, real estate, and alternative investments. We are active in financial research for both debt and equity securities, relying exclusively on our own internal research to select individual stocks, bonds, and exchange traded funds, rather than investing through mutual funds. We do not sell insurance products or annuities. We also offer 401(K), Cash Balance Pension Plans, and Financial Planning services.