Wealthview Capital is currently hiring for a Portfolio Manager and a Financial Analyst, see below for details on these opportunities.
Portfolio Manager
About the Position:
Wealthview Capital is seeking an experienced portfolio manager to join its team of highly qualified and dedicated professionals. The portfolio manager is responsible for the day-to-day management of client portfolios including portfolio construction, implementation, investing of new funds, periodic rebalancing, sourcing new investments, conducting due diligence and monitoring performance. The position is expected to develop and propose new investment strategies in alignment with the mission of the firm and strategic goals in the client’s financial plan as well as maintain up-to-date market knowledge. This position is non-remote and can be based in either our Jackson, MS or New Orleans, LA offices, salaried with bonus potential and offers significant income advancement and career development opportunity as well as the ability to make a significant impact in the direction of the firm.
Prerequisites:
- Bachelor’s degree in related field, master’s degree preferred
- Minimum 5-years’ direct industry experience
- Must be able to work in an autonomous and entrepreneur environment
- Ability to foster teamwork and communicate effectively
- CFP, CFA, CIMA or related certification
- Exceptional understanding of the full range of investment expertise in wealth management
- Series 65 required
If interested in applying, please send resume and cover letter to Miriam Fair at mfair@wealthviewcapital.com.
Financial Analyst
About the Position:
Wealthview Capital is seeking a Financial Analyst to join its team of highly qualified and dedicated professionals. The financial analyst works closely with the wealth advisory team to analyze financial data and create financial models for decision support, evaluate financial performance by comparing and analyzing actual results with plans and forecasts, and ensure accurate performance reporting. They will study stock market activity, execute trades, and monitor and analyze trade activity on behalf of the firm’s clients. Ideal for a new graduate or emerging professional interested in building a career at a small, client-oriented firm, this position is full-time, salaried, and non-remote; it can be located in either the firm's Jackson, MS or New Orleans, LA office.
Prerequisites:
- 0-3 years of business finance or relevant experience
- Bachelors in Accounting, Finance, Economics or Math
- Strong fluency with Excel formulas and functions
- Strong analytical and data gathering skills
- Attention to detail and ability to remain calm and organized
- Self-starter attitude; enjoys taking ownership of projects
- Passion to learn and grow
If interested in applying, please send resume and cover letter to Miriam Fair at mfair@wealthviewcapital.com.