Investment Advisor/ Portfolio Manager

Acumen is a client-focused firm providing comprehensive wealth management and capital

markets services and advice. We are 100% employee-owned and truly independent, meaning

we place our clients' interests at the forefront of our operations.

Our reputation of integrity, insight, and value is the cornerstone of all our relationships. We

pursue well-vetted investment opportunities, always intending to provide excellent returns for

our clients. We value entrepreneurship, accountability, and responsible corporate citizenship.

These values guide each team member's efforts to ensure our services and advice result in

optimal returns on your investments.

About the Role:

As an Investment Advisor, you'll help clients achieve their financial goals. You'll provide

personalized financial advice and develop investment strategies that align with our clients'

unique financial objectives. We’re looking for a professional with a strong client base, capable of

maintaining and expanding professional relationships.

What You Bring:

• Minimum of 5+ years of experience in a similar role.
• A strong client base showcasing your ability to maintain and expand professional relationships.
• Deep understanding of wealth management services.
• Proactive approach, with the ability to work independently.

Responsibilities:

• Develop and manage relationships with clients, understand their goals, and create strategies to help them achieve those goals.
• Provide comprehensive wealth management advice to meet the diverse needs of clients.
• Maintain and build your client base by prospecting new clients and retaining existing
• Actively participate in team meetings and training sessions.
• Continuously stay updated with the latest financial services and products and the overall

What We Offer:

• A chance to build your business under our banner, with industry-leading support and training.
• Best in-class operational platform.
• Access to a comprehensive range of wealth management products and services.
• A supportive work culture that drives growth and success.
• If you're ready to take a leap in your career and make a significant impact in a dynamic, employee-owned firm,