Senior Portfolio Manager- Duncker Streett Investment Advisors Job at HighTower Advisors
Your Future Team
Duncker Streett is a Registered Investment Advisory firm that manages portfolios of common stocks, bonds and cash for an array of clients with differing goals, risk profiles and tax situations. We have roots dating back to 1940 when it was originally a St. Louis branch office of Brown Brothers Harriman, a premier trust company. In 1990, the business was acquired by two senior employees and became Duncker Streett. We proudly manages money for fourth generational clients that date back to its early days. In total, roughly $575 million is managed for wealthy individuals, institutions, foundations and other charitable entities. We are majority owned by Hightower of Chicago who assists our firm with select back office functions. Duncker Streett and Hightower are both registered RIAs and operate under separate ADVs.
What You'll Do
You are a U.S. citizen, U.S. permanent resident or possess other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.
Please Note :
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Duncker Streett is a Registered Investment Advisory firm that manages portfolios of common stocks, bonds and cash for an array of clients with differing goals, risk profiles and tax situations. We have roots dating back to 1940 when it was originally a St. Louis branch office of Brown Brothers Harriman, a premier trust company. In 1990, the business was acquired by two senior employees and became Duncker Streett. We proudly manages money for fourth generational clients that date back to its early days. In total, roughly $575 million is managed for wealthy individuals, institutions, foundations and other charitable entities. We are majority owned by Hightower of Chicago who assists our firm with select back office functions. Duncker Streett and Hightower are both registered RIAs and operate under separate ADVs.
What You'll Do
- You will initially team with our portfolio managers to service designated clients until accounts are full transitioned over to you
- You will contribute to the Duncker Streett investment process
- You will oversee the Duncker Streett marketing efforts
- You will remain informed of major changes within the economy, the markets, tax law, and general business issues affecting affluent clients
- You will continue to be self-motivated and relentless in trying to find solutions to challenges that arise
- Lastly, you will learn basic office technology and operational responsibilities to better serve clients
- Client relationship skills- strong communication skills (verbal and written)
- Experience building trust with clients and willingness to present yourself in an expert manner
- Strong portfolio management skills: stocks, bonds & cash
- Marketing: Proven history of successfully selling investment advisory services to wealth individuals and institutions
- Working knowledge of trusts, estates and taxes
- Bachelor's degree required
- CFA, CFP, or MBA is preferred
- 15+ years direct experience as a financial advisor
- Advanced working skills in a broad range of investment advisory, planning and portfolio management for the affluent market
- Industry applicable licenses such as Financial Industry Regulatory Authority (FINRA) Series 65 or 66 and the Series 7. Active CFP with CE hours can satisfy regulatory requirements
- Be a great team player with a desire to make the whole enterprise successful
- Bonus program for new business
- Potential for stock ownership in Duncker Streett
- Coverage on the first day of employment for medical, dental, and vision insurance
- 401k Matching Plan
- Paid Parental Leave
- Student Loan Assistance
- Pet Insurance
- Flexible Benefits (FSA/HSA Employer Contributions)
- Flexible Vacation Days
You are a U.S. citizen, U.S. permanent resident or possess other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.
Please Note :
apexdining.ca is the go-to platform for job seekers looking for the best job postings from around the web. With a focus on quality, the platform guarantees that all job postings are from reliable sources and are up-to-date. It also offers a variety of tools to help users find the perfect job for them, such as searching by location and filtering by industry. Furthermore, apexdining.ca provides helpful resources like resume tips and career advice to give job seekers an edge in their search. With its commitment to quality and user-friendliness, Site.com is the ideal place to find your next job.