Job DescriptionJob DescriptionBenefits:
Team approach No individual bookBroad learning across planningFlexible schedulesShape our investment process30+ yr firm Clean record401(k)401(k) matchingHealth insurancePaid time offProfit sharing
Why this role is different
We are a small, established feeonly RIA that has been helping clients for nearly 30 years. All clients belong to the firm and not to individual advisors, so there is no pressure to build or protect a book. Instead, you join a tightknit team where portfolio management, planning, client service, compliance, and operations work together for every client.
We act as our clients first call for nearly any financial or lifeevent question. From major milestones like retirement, marriage, or selling a business to unexpected challenges with taxes, legal documents, insurance, healthcare, or housing, we coordinate the right resources and walk alongside clients, so they dont have to figure it out alone.
What team members value here
Cohesive team approach no individual book; everyone serves all firm clients.
Stability and longevity nearly three decades in business with a clean record and longtenured staff.
Growth without burnout we are intentional about not growing faster than we can continue to serve clients well.
Authentic impact feeonly, NAPFAmember, fiduciary firm; we are paid only by clients, not by product providers.
Professional development broad exposure to planning, investments, tax, estate, and out of lane issues, with room to shape the
investment process.
Worklife balance smallfirm flexibility in schedules and real respect for personal commitments.
Shared success profitsharing structure so the team participates in the success they help create.
Role overview
We are seeking a Portfolio / Investment Manager to lead investment management in collaboration with our planning and client service teams. You will design, implement, and oversee portfolios that integrate directly with each clients financial plan, cashflow needs, tax situation, and risk profile.
Key Responsibilities:
Design, implement, and monitor customized investment portfolios for individuals and families.
Integrate submanagers, ETFs, and private/alternative strategies within portfolios where appropriate.
Oversee trades, rebalancing, and cash management in coordination with our Client Service Specialist.
Conduct ongoing research and due diligence on managers and strategies across traditional and alternative asset classes.
Collaborate closely with our Financial Planner to ensure portfolios align with planning assumptions and client goals.
Prepare and present market commentary and portfolio reviews; keep clients informed through meetings and written updates.
Participate in our investment process by contributing ideas on asset allocation, risk management, and the evolving role of alternatives.
This is an inoffice role based in Roswell, GA.
What we are looking for:
Bachelor's degree in finance, business, economics, or related field (preferred).
Experience as an Investment/Portfolio Manager or similar role (open to RIAs, institutional asset management, pension plans, or other
portfolio research/modeling backgrounds).
3-5+ years of hands-on experience with investment research, manager due diligence, and asset allocation modeling (traditional and/or
alternative mandates).
Solid understanding of markets, portfolio construction, and risk management; comfort serving retirees, pre-retirees, and growth-
oriented clients.
Series 65 license OR CFA designation required (both is a plus; pursuing CFA with existing Series 65 also preferred).
Comfortable in a collaborative, low-ego environment where you own your specialty but also step outside your lane when clients need it.
About us
We are a fullservice, feeonly financial planning firm, serving clients for over 30 years from our Roswell, GA office and are proud members of NAPFA. We were founded to be true advocates for clients, helping them navigate investments, insurance, taxes, and estate issues independently of product sales. Our clients stay with us because we show up for them on everything from retirement plans to reading closing documents to walking a surviving spouse through an estate.
If you are looking for a place to do meaningful work, grow as an investor and planner, and be part of a team that genuinely supports one another and its clients, we would love to talk.
Read Less
