Portfolio Manager


$60,000.00 to $90,000.00 per year


Woodland Hills, CA

Date Posted:

May 17, 2019

Employment Type:


Job Reference:


Staffing Area:

Full-Time Accounting & Finance

Our client's fast growing investment financial planning firm in Woodland Hills is looking for their next leader as their Financial Planner. The ideal candidate will have obtained their Series 65 and/or their CFP. If you are currently in school to obtain these accreditations, that is acceptable as well. This individual will head their Financial Planning department so it is a great opportunity who wants to be a leader in this field and industry.

We are looking for someone who is success driven, a future leader, collaborative, bubbly, and extremely detail oriented.

Why work here:
-401K Match
-Profit Sharing
-Year-end bonuses
-2 week vacation upon start date
-5 sick days
-Flexible hours!!

If you or someone you know is a good fit for this position, please email [email protected] for consideration.
Investment Portfolio, Portfolio Management, Investment Financial Analysis, Investment Operations, Investments, Investment Financial Modeling, Investment Banking, Microsoft Excel
Robert Half Finance & Accounting, the world's leader in specialized financial staffing, provides exciting full-time opportunities in the areas of accounting, bookkeeping, finance, audit, taxation and more. We pioneered the professional staffing industry, and we've been successfully matching professionals with employers since 1948. Our proven proprietary processes, along with our relationships in 325 locations worldwide, allow us to provide you unparalleled access to exciting career opportunities. But don't take our word for it. Our company has appeared on Fortune® magazine’s list of “World's Most Admired Companies” since 1998, and 9 out of 10 of our customers would recommend our service to a colleague.

Apply for this job now or contact our nearest office at 888-490-5461 for additional information.

All applicants applying for U.S. job openings must be authorized to work in the United States. All applicants applying for Canadian job openings must be authorized to work in Canada.

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