Careers

Senior Portfolio Manager

A three-time Barron’s Top 100 Independent Wealth Advisors, named one of San Diego’s 100 Fastest Growing Private Companies, named to San Diego’s Best Firms to Work For, and a 2-time Better Business Bureau Torch Awards for Marketplace Ethics winner and finalist, Reilly Financial Advisors (RFA), a fee-only, international Wealth Manager is looking for a Senior Portfolio Manager.

The Senior Portfolio Manager position will be responsible for RFA’s investment portfolios and will oversee a team of professionals that have responsibilities of managing and monitoring investment activity and selecting new investments. The Senior Portfolio Manager will also develop short-term and long-term investment policies for institutional investments.

In addition, the Senior Portfolio Manager will:

  • Develop a strategic asset-allocation plan utilizing individual stocks and bonds
  • Make recommendations on investments
  • Direct the Investment Committee
  • Lead Investment Committee discussion
  • Review existing 9 Portfolios
  • Evaluate existing Sectors
  • Create Mutual Fund and ETF line ups for 30+ 401(k) clients

The Senior Portfolio Manager will be the face of RFA’s Investment Committee and must be able to successfully market RFA’s proprietary investment portfolios, including:

  • Produce weekly Video Blog
  • Meet with custodial offices
  • Present seminars for both Wealth Management and Corporate Retirement Services
  • Communicate timely information to clients on stocks, asset allocation, sector rotation, and global macro economic events
  • Engage clients or prospects on portfolio construction and changes
  • Create model portfolios of Mutual Funds for non-US citizens

The successful candidate must have a minimum of 5 years in related experience, including:

  • Proven track record of successful investing
  • Experience leading investment teams
  • Presentation skills
  • Extensive knowledge related to fixed income and equity investments, mutual funds, ETFs, and Alternative Investments
  • Superior understanding of micro and macro global economics

Reilly Financial Advisors is a Registered Investment Advisor with $1.3 Billion under management and 1,000 clients in the United States and around the world.

Please submit a resume and cover letter to resume@rfawealth.com.

 


CFP® Professional – Wealth Advisor

Are you a CFP® Professional who loves managing client relationships and assisting clients in both defining and achieving their individual financial goals?

Named to Barron’s Top 100 Independent Financial Advisors, Financial Times Top 300, Financial Advisor Magazine’s Fastest-Growing 50 Firms, and a recipient for San Diego’s Best Firms to Work For, Reilly Financial Advisors, a fee-only, international Wealth Manager is looking for a CFP® professional to assume the role of Wealth Advisor in our San Diego office.

The successful candidate must exhibit excellent written and verbal skills and will:

  • Serve as the client facing advisor and be responsible for all ongoing communication
  • Understand and communicate the firm’s investment philosophy and portfolio to prospects and clients
  • Review and implement client financial plans with the support of a financial planner
  • Conduct all ongoing review meetings with clients
  • Coordinate tax planning and tax preparation with CPA professionals

The ideal candidate is a CERTIFIED FINANCIAL PLANNER™ certificant with 3 or more years of experience in an investment, financial planning, accounting, or other financial services organization, with strong client relationship experience.  The successful candidate must have:

  • BA/BS degree
  • Sophisticated communication, presentation, listening, and analytical skills
  • Strong knowledge of and the ability to present investment, personal finance, and tax planning concepts

Familiarity with RIA custodians, Charles Schwab, TD Ameritrade and Tamarac technology suite is a plus.

This is a salary plus bonus position with benefits.

Reilly Financial Advisors is a Registered Investment Adviser with $1 billion under management. We work with over 1,000 client households across the United States and in over a dozen countries around the world.

Please submit a resume and cover letter to resume@rfawealth.com.

 


Participant Services Specialist

Named to Barron’s Top 100 Independent Financial Advisors, Financial Times Top 300, Financial Advisor Magazine’s Fastest-Growing 50 Firms, and a recipient for San Diego’s Best Firms to Work For, the Corporate Retirement Services division of Reilly Financial Advisors, a fee-only, international Wealth Manager is seeking a Participant Services Specialist to assist in the day-to-day support of retirement plan participants.

The ideal candidate must be able to work in a fast-paced environment.

Job duties include:

  • Meet with retirement plan participants
  • Help participants enroll in their retirement plans
  • Assist in asset allocation selection for individual participants
  • Answer participant inquiries regarding various aspects of their retirement plans
  • Proactively call and email participants
  • Uncover additional sales opportunities
  • Pipeline and prospect management
  • Assist in plan transitions

The ideal candidate must have:

  • Basic investment, mutual fund, and asset allocation knowledge
  • Ability to travel to clients as necessary
  • Sophisticated communication skills
  • Be an organized, multitasking team player who works well both independently and as a group

The ideal candidate must have a Series 65 or Series 66 & 7 in order to complete the job function. Ability to communicate both verbally and written in the Spanish language is a preferred for the position.

The ideal candidate must also be able to complete and pass CRPS designation within six months of hire.

Reilly Financial Advisors is a Registered Investment Advisor with clients in the United States and in over a dozen countries around the world. A cover letter and resume should be sent to resume@rfawealth.com.

 


 

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