Financeware, Inc., founded in 1999, is changing the future of financial advice with its innovative Wealthcare advisory process. We are currently hiring for the following positions:
PORTFOLIO MANAGER
JOB SUMMARY: Position is more operational in nature, involving placing managed client accounts in ETF portfolios tied into client's ongoing financial planning process. Working with legacy client securities, short-term known client cash flows in typically multiple account households is part of the portfolio manager decision making, but the primary decision making expertise involves security placement in various client accounts within the household based on the tax status of accounts and the target portfolio in a manner that reduces the likelihood of excess trades and those related costs and maximizes after-tax returns.
REQUIREMENTS: Prior industry experience is a plus, but not a requirement as is a familiarity with various types of investment securities. Prior experience with portfolio accounting and trading systems are highly valued, and more specifically Portfolio Center and Tamarac hands on experience.
Ideal candidate has great attention to detail, solid math and Excel skills. We work in a team environment where skill flexibility and aptitude to cross-train with other areas of firm is highly valued. College degree strongly preferred.
Employees of Financeware, Inc. enjoy competitive salaries and benefits while working in a dynamic and entrepreneurial atmosphere.
If you are interested in either of these positions please send a cover letter and resume with salary requirements and
references to careers@wealthcarecapital.com
or fax to 804-644-4759. Please reference this ad in the subject line of your email.
Financeware, Inc. is an Equal Opportunity Employer and we encourage all qualified persons of any
race, ethnicity, gender, religion, and age to apply for positions.
|