1 jobs found in vermont

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...