Austin Asset - Senior Portfolio Manager
: Job Details :


Austin Asset - Senior Portfolio Manager

NAPFA Consumer Group

Location: Austin,TX, USA

Date: 2024-10-15T22:21:59Z

Job Description:

About this role: Austin Asset is seeking an experienced senior portfolio manager to join our wealth management team. We are looking for an investment-focused team member who guides portfolio decisions at a high level, but mainly communicates with existing and prospective clients regarding investment philosophy, economic climate, and performance attribution.

Required Qualifications:

  • Bachelor's degree required, preferably in Finance, Business, Economics or Accounting.
  • Certified Financial Planner (CFP) designation OR Chartered Financial Analyst (CFA) is required.
  • Minimum of six years of industry-related experience.
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