Portfolio Management Associate – Flagstar Advisors

Job description

Position Title Portfolio Management Associate – Flagstar Advisors Location: Beverly Hills, CA 90212 Job Summary: The Portfolio Management Associate will support a Senior Advisor in delivering comprehensive wealth management services to high-net-worth clients. This role is designed for a financial professional with strong investment and portfolio management capabilities who can oversee ongoing client portfolio needs, conduct client reviews, and provide thoughtful advice. The position allows the Senior Advisor to focus on strategic relationships and business development while ensuring disciplined portfolio management and exceptional client service. Job Responsibilities: Performance Monitoring: - Oversee portfolio allocation and implementation for a segment of existing client households, ensuring alignment with investment objectives and firm strategy. - Monitor client portfolios, rebalance allocations as appropriate, and identify opportunities to improve portfolio positioning. - Track and analyze business performance metrics, ensuring delivery of growth targets and identifying areas for improvement. - Oversee account administration including client requests, transfers, and distributio...