Note: The job is a remote job and is open to candidates in USA. Portfolio Medics is an investment advisory boutique focused on reducing reliance on uncontrollable market forces. The Financial Advisor will provide personalized financial planning and investment guidance to clients, focusing on risk-aware strategies aligned with the firm's philosophy.
Responsibilities
- Assessing client financial goals
- Developing and implementing retirement and investment plans
- Monitoring portfolios
- Adjusting strategies based on market conditions
- Regular client communication
- Preparation of reports
- Collaboration with the advisory team on investment ideas
- Adherence to regulatory and compliance standards
Skills
- Candidates should possess skills in Financial Planning and Retirement Planning to help clients define goals and build comprehensive long-term strategies
- Candidates should possess skills in Finance and Investments to analyze portfolios, evaluate opportunities, and support low-correlated, non-traditional strategies
- Candidates should possess skills in Financial Advisory to deliver client-centered guidance, conduct reviews, and maintain ongoing advisory relationships
- Strong quantitative and analytical abilities, with proficiency in financial modeling and portfolio analysis tools
- Clear and professional communication skills, including the ability to explain complex concepts in accessible terms
- High ethical standards, attention to detail, and commitment to regulatory compliance and fiduciary responsibility
- Comfort working independently in a remote environment, with reliable technology and time-management skills
- Series65 license or certifications (such as CFP, CFA, or equivalent)
Company Overview