InTrack Investment Management
  • Burlington, VT, USA ; Norwich, VT, USA

Born and raised in Vermont, we are a boutique investment advisory firm, with a mission to invest in people, not just securities. Our team is hand-picked for their expertise and personalized approach, ensuring that you receive the highest level of service.

At InTrack, we understand the importance of your investments and the impact they have on your future. That's why our team of advisors works closely with you to develop a tailored investment strategy that aligns with your unique goals.

Our advisors have extensive and diverse professional backgrounds, providing a well-rounded perspective on the market and the latest industry developments. Their deep and thorough connections to regional and national centers of influence offer valuable insights for informed investment decisions.

We believe that building and sustaining wealth requires a combination of smart financial strategies and long-term planning. Our commitment to fostering strong relationships with each of our clients sets us apart, and we take pride in being your trusted investment partner for life.

Nov 17, 2023  
InTrack Investment Management is a privately owned registered investment advisor serving high net worth individuals, complex family trusts, local governments, and 401(k) plans. At InTrack, we help our clients navigate change and stay on course to achieve their long-term goals with consulting, investment management, and financial planning. Our mission is to help them build and sustain wealth while being an ever-present, trusted resource. We are currently expanding our client base and have an excellent opportunity for an individual to join our firm as a Wealth Manager/Portfolio Manager. In this role, you will work closely with our client families and get to know them, then decide the best investment plan based on income, cash requirements, attitude toward risk, expected time horizon and return expectations of the investments and market conditions. You will have a chance to grow with our firm as well as contribute to the decision-making process and business strategy. Opportunity is...
InTrack Investment Management Hybrid (Norwich, VT, USA) Full time