Ambassador Advisors currently is seeking a full-time Portfolio Manager with a minimum of two-year’s experience in finance and investments. The individual will work with the executive leadership team, financial strategies department, financial advisors and clients. Responsibilities include trading, account rebalancing, research, portfolio analysis, performance analysis and investment strategy. The individual will need to be responsive to client questions and build trusted relationships with financial advisors and retailers. The individual would serve on the Wealth Management Committee and would prepare reports for the committee regarding the status of managed client accounts. Along with strong written and verbal skills, the analyst is encouraged to use creativity, generate ideas and be a positive contributor to the firm. Portfolio creation and implementation experience is preferred.
EDUCATION AND LICENSING
Series 65 (preferred), Series 7 (preferred), Series 66 broker licenses (required), Bachelor’s degree (required), Master’s degree (preferred), CFA®, CFP®, or CPA designations (preferred).
Please email your resume and cover letter to Amy Malay at firstname.lastname@example.org.
Please include a response to the following questions:
- What are your hobbies and other interests?
- What excites you most about this position, and what do you hope to accomplish, from a career standpoint, by taking this position?
- How do you feel you can contribute to our corporate mission and values (below)?
The Ambassador Experience
Corporate Mission, Vision, and Values
At Ambassador Advisors, we believe in…
Our highest value is knowing our Creator through His Son, Jesus Christ; we strive to love Him with all our heart and follow His command to love our neighbors as ourselves.
We aim to responsibly approach our fiscal and regulatory duties, accept and respect the process and authorities, and conscientiously handle the resources entrusted to us by God and our clients.
We strive for excellence in serving our clients and fellow team members. To this end our team participates in industry-specific educational programs and maintains the appropriate credentials so that we are prepared to give the best possible advice.
We endeavor to act and communicate with credibility, truth, and trust in all business interactions; we demonstrate a repentant attitude if we fail and a forgiving attitude if others do.
We do our best to collaborate with peers, co-workers, and leadership to perform our duties with excellence, subordinating any personal agenda to the mission of Ambassador Advisors; members of our team forthrightly treat others as they themselves would like to be treated.
We do our utmost to establish and maintain great relationships by providing expertise and good service to our clients and those they cherish.