Assistant Portfolio Manager - Private Wealth Management Division

Company Description

JWM Wealth Management LLC, founded by Jason W. Miller with over 25 years of experience in financial services, specializes in providing personalized wealth management, strategic securities, and advisory solutions. Focused on enhancing portfolio performance, the firm supports entrepreneurs, investors, families, and executives by offering tailored financial strategies, tax-efficient solutions, alternative investments, and risk management practices. In collaboration with Cetera Advisor Networks LLC, a broker-dealer and registered investment adviser, JWM Wealth Management ensures compliance and provides high-quality services. Located in Haddonfield, NJ, the company is dedicated to aligning financial strategies with client goals and fostering lasting success.

Role Description

This is a full-time on-site role for an Assistant Portfolio Manager in JWM Wealth Management's Private Wealth Management Division. The role involves supporting senior portfolio managers by assisting in portfolio management, conducting in-depth investment research, and performing trading activities. The Assistant Portfolio Manager will also assist in preparing financial reports, analyzing market trends, and working closely with clients to ensure alignment with their financial objectives. This position is based in Haddonfield, NJ.

Qualifications

• Strong analytical skills and the ability to interpret complex financial data
• Proficiency in finance principles and practices
• Experience with portfolio management, including asset allocation and implementation
• Knowledge of investments and trading operations
• Attention to detail, problem-solving abilities, and organizational skills
• Proficiency in financial analysis tools and software
• Bachelor’s or higher degree in Finance, Economics, Business Administration, or related field
• FINRA Series 7 & 66 (or equivalent) licenses preferred
• Exceptional communication skills to foster strong client relationships