Wealth Management Portfolio Manager

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Adams Inc

TRMN65455 – Wealth Management Portfolio Manager – Minneapolis, MN
This is a new position for our client and will report directly to the Chief Investment officer. This is a great opportunity for someone with a CFP or CTFA that has an experienced understanding of Investments. This role will work to support the Chief Investments Officer and the department across the company footprint. In addition, locally this person would work closely with local branches to help further grow the wealth management business. They will be inheriting some relationships and look to work with new relationships in the market. This person will be working closely with Trust Administrators, Officers, and Wealth Advisors. They will also monitor and research the wealth management investment strategy. This is an exciting opportunity to help direct the department and continue to grow. For more information on this opportunity and benefits contact Jay Adams or Deanna Jackson. Jay can be reached by email at: jadams@adams-inc.com or by phone or text at: (402) 934-3307. Deanna can be reached by email at: djackson@adams-inc.com or by phone at: (402) 506-6492.


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