Wealth Portfolio Manager
a day ago
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OnsiteFull-timeDirector
Summary
Northwest Bank is seeking a Wealth Portfolio Manager to join their team in Lock Haven, PA. The role involves managing client investment portfolios and making daily investment decisions.
About the Role
As a Wealth Portfolio Manager, you will be responsible for meeting with clients to discuss investment strategies, recommending portfolio changes, analyzing rates of return and risks, monitoring the financial condition of securities, and maintaining relationships with traders. You will also serve on the Trust Investment Committee, manage bond and equity investments, and ensure compliance with Trust policies and procedures.
About You
Required:
- Bachelor's Degree in Business, Finance, or a related field.
- 8 - 12 years of investment experience within a trust department or Registered Investment Advisor (RIA).
- Ability to analyze financial data and understand market trends.
Preferred:
- CFA, CFP, or CIMA certification.
- Strong client relationship management skills.
Benefits
- Competitive salary and performance-based bonuses.
- Comprehensive health benefits including medical, dental, and vision coverage.
- Retirement savings plan with company match.
Northwest Bank
For more than 125 years, Northwest Bank has been committed to bettering the lives of our employees, our customers and the communities we serve. Today, we are proudly known for the award-winning customer service we offer at locations throughout Pennsylvania, New York, Indiana and Ohio. So no matter where you are on your financial journey, Northwest Bank is here—for what’s next. Northwest Bank Member FDIC Equal Housing Lender
Lock Haven, PA