Financial Portfolio Manager (Orlando)

Are you an experienced Financial Portfolio Manager who is tired of the daily grind in a wirehouse feeling like just another number? Would you enjoy working for a rapidly growing and respected RIA firm looking for the perfect fit to help manage their portfolios - working as apart of the investment committee? Oxford Advisory Group (OAG) is a full-service financial firm specializing in assisting clients in or near retirement. Our team is comprised of advisors, marketers and client relation specialists who thrive on success and are rewarded for hard work. OAR is a close-knit company looking for the right person to complement our team. The ideal candidate for this role will be someone who has the desire to work in the financial industry long-term and contribute to the growth of our business by exceeding expectations. The Financial Portfolio Manager we choose will be intelligent, articulate, pleasant, dependable and brings a great attitude to work every day. Job Description Our next Financial Portfolio Manager hire will love working with modeling for portfolios for those that are in or near retirement of high net-worth. Our candidate will be able to solve retirement planning issues, which address planning for market risk, healthcare, tax mitigation, income distribution and legacy/estate needs. Working in conjunction with the financial advisory team, you will help build and craft the strategies that fit our clients needs. Responsibilities/Tasks: The Financial Portfolio Manager will serve as a key behind-the-scense strategist serving as the primary onboarding conduit for new clients building financial strategies designed to help them achieve their goals. They will be expected to follow through consistently in all efforts, build relationships with prospects, clients, and help service staff prepare for client appointments. Other daily, weekly, and/or monthly tasks may include: Assess client assets, goals, risk tolerance and general retirement plan to determine if improvements are needed. Review existing Annuity, Life, Long Term Care and/or Disability insurance policies to determine if they still meet client needs. Build strategies and offer strategic advice on products and services such as investments and insurance according to fiduciary standards. Interact professionally with clients by phone and/or in person to update the clients profile and financial situation/needs. Complete appointment dictations and keep CRM updated by entering detailed notes in accordance with other Oxford teammates. Prepare client reports and review summary for strategy implementation. Assist with client onboarding process into the portfolios you help oversee. Additional tasks as assigned by management. Minimum Requirements:

4-year degree in Accounting, Finance, or related field

Series 65 or 7/66 with Life & Health Licenses

2-7 years experience in financial services industry

Strong experience with MS Office and the ability to learn new software quickly

Excellent written and verbal communications skills both in person and via phone

Proactive mentality, positive attitude, and consistent follow through

Highly intelligent, strong organizational skills and attention to detail

Ability to work independently with good time management and critical thinking skills Additional preferred skills:

2+ years working in a fast-paced office environment Commitment: 36 hours per week, 9am-5pm. Compensation: $100,000Also included are full medical/dental/vision benefits, 401k plan with 4% company match, generous PTO and all paid holidays including your birthday! Others benefits shared with the right candidates!