Are you an investment professional seeking a rewarding career working with individual investors?

Title: Portfolio Manager

Position: United Capital Management is seeking qualified candidates to become Portfolio Managers through our firm. This opportunity is ideal for individuals looking to manage investment portfolios and build equity value in their own investment advisory practice.  Selected candidates will work independently through our firm support and build a practice for the long-term at their own pace with no mandated revenue targets or client account minimums needed to affiliate or maintain affiliation with our firm.  Portfolio Managers are able to implement investment portfolios using asset classes such as stocks, bonds, mutual funds and ETFs.

Portfolio Manager Responsibilities:

• Educate investors on the benefits of a fee-only investment advisory strategy;
• Aggregate client data to be used in the preparation and implementation of investment portfolios;
• Assist clients with questionnaires used to determine their investment objectives and risk tolerance;
• Analyze questionnaires and prepare investment portfolios suited to the client’s investment goals;
• Present the proposed investment portfolio recommendation to the client for review;
• Implement investment transactions within the portfolio;
• Periodically review client investment objectives and portfolio composition to evaluate suitability;
• Conduct investment management tasks, including portfolio rebalancing to maintain target allocations;
• Conduct portfolio performance reviews and field any client questions.

Benefits of affiliating with United Capital Management:

• Turn-key option to enter the investment advisory trade through an established firm; 
• No revenue hurdles or client account minimums needed to maintain affiliation with our firm;
• Generous revenue-sharing program of up to 90% on investment advisory fees;
• Automated monthly processing of investment advisory fees and client portfolio performance reports;
• Maintenance of your registration with the SEC and appropriate state securities commissions.

Qualifications:
Ideal applicants are client-oriented and ethical investment professionals that are focused on helping their clients reach their investment goals and objectives. Candidates should have a passion for investing in the public capital markets and comfortable with the investment consultative process. Additionally, candidates should preferably hold a graduate level degree along with several years of institutional grade career experience and/or relevant investment related designations (i.e., CFA charterholder; Chartered Investment Counselor).

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United Capital Management is an equal opportunity employer. All employment decisions are made on a non-discriminatory basis in full compliance with Federal and State laws and without regard to race, color, creed, national origin, citizenship status, lineage, ancestry, religion, sex, sexual orientation, marital status, age, mental or physical handicap or disability, veteran status or any other category to the extent protected by applicable law. Submission of materials does not guarantee employment.