Company Description
Portfolio Medics is an investment advisory boutique founded during the 2008 financial crisis with a focus on reducing reliance on uncontrollable market forces. The firm specializes in low-correlated and non-traditional investment strategies designed to minimize exposure to market risk. By using an active approach to portfolio management, Portfolio Medics seeks to identify opportunities for returns throughout all phases of the market cycle. Team members join a culture that values thoughtful risk management, innovative strategies, and long-term client relationships.
Role Description
This is a full-time remote role for a Financial Advisor. The Financial Advisor will provide personalized financial planning and investment guidance to clients, focusing on risk-aware strategies aligned with Portfolio Medics’ philosophy. Day-to-day responsibilities include assessing client financial goals, developing and implementing retirement and investment plans, monitoring portfolios, and adjusting strategies based on market conditions. The role also involves regular client communication, preparation of reports, collaboration with the advisory team on investment ideas, and adherence to regulatory and compliance standards.
Qualifications
- Candidates should possess skills in Financial Planning and Retirement Planning to help clients define goals and build comprehensive long-term strategies.
- Candidates should possess skills in Finance and Investments to analyze portfolios, evaluate opportunities, and support low-correlated, non-traditional strategies.
- Candidates should possess skills in Financial Advisory to deliver client-centered guidance, conduct reviews, and maintain ongoing advisory relationships.
- Strong quantitative and analytical abilities, with proficiency in financial modeling and portfolio analysis tools.
- Clear and professional communication skills, including the ability to explain complex concepts in accessible terms.
- High ethical standards, attention to detail, and commitment to regulatory compliance and fiduciary responsibility.
- Series65 license or certifications (such as CFP, CFA, or equivalent) are preferred.
- Comfort working independently in a remote environment, with reliable technology and time-management skills.
