Now Hiring - DLAK Wealth Advisors - Sr. Portfolio Relationship Manager in West Chester, OH

Full description of the position

DLAK Wealth Advisors is the fastest-growing Investment Management Advisory firm in Southwest Ohio. We are a local firm servicing over 450 clients and overseeing over $400m in client assets. In addition to Investment Management and Client Education, we cover all financial matters, from budgeting, investment tax planning, estate planning, debt planning, and protection planning to name a few. Our team consists of experienced, enthusiastic, knowledgeable professionals who have an uncompromising desire for a superior client experience.

We are seeking a Sr. Portfolio Relationship Manager with 5 plus years of experience to manage a client book of 100 existing clients with an AUM of 100+mil with the ability to attain partnership status in a relatively short period of time. The ideal candidate will share our desire for a superior client experience and process, who is self-driven by their desire to accomplish career successes.

Job Responsibilities to include, but are not limited to:

Construction, implementation, and monitoring of investment portfolios.

Analysis and research of markets and portfolios.

Developing client relationships for the purpose of retaining clients.

Strong outgoing professional personality.

Strong desire to lead and manage their own staff.

Management of new and existing client relationships.

Intermediate Excel skills and financial software knowledge.

Minimum Qualifications:

College degree in Finance, Business, or equivalent.

CFA, CFP or MBA a plus.

You must have licenses to be considered - some mix of Series 6,7,63,65,66, is required.

Full-time

Salary: $135,000

Bonus potential

Commission potential

401(k)

Paid time off

Office location in person

Job Type: Full-time

Pay: $135,000.00 per year

Experience level:

• 5 years

Travel requirement:

• No travel

Work Location: In person