VLS Environmental Solutions, LLC

Portfolio Manager

VLS Environmental Solutions, LLC  •  Jefferson City, MO (Onsite)  •  1 day ago
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Job Description

Central Trust Company provides world class “fee-only” wealth management solutions, including: investment management, fiduciary services, financial, estate and tax planning services; all free from conflicts of interest. We pride ourselves on providing legendary client service, being mindful of our Midwest values and never forgetting our roots, dating back to 1902.

The Portfolio Manager works directly with clients to develop and implement strategies that address their investment, financial, insurance, tax, and estate planning needs. The Portfolio Manager will work closely with other Advisors on the team to provide advice on all aspects of the client relationship. They are responsible for investment management, assisting with new business development, and client retention. A successful Portfolio Manager will be an attentive listener, driven to grow personally and professionally, an experienced investment manager, and will be clear and concise in presenting the services offered by Central Trust Company.

Job Duties

  • Responsible for client investment management and retention, instilling confidence through demonstrated expertise
  • Assist with the creation, delivery, execution, and management of complex financial plans
  • Lead client meetings at all phases of the wealth management cycle to discover and provide solutions to complex client issues
  • Increases market share in their local region

Qualifications

Required Qualifications

  • Bachelor’s degree, preferably in a related field such as finance, business, or accounting
  • 7 or more years in the financial services industry with relevant experience in a client-facing role
  • Ability to discuss and present complex investment management topics to clients and prospects
  • Highly effective interpersonal, relationship management, and communication skills, with a strong attention to detail


Preferred Qualifications

  • 10 or more years in the financial services industry with relevant experience in a client facing role
  • CFA® charterholder or CFP ® certificant
  • Graduate degree consisting of MBA, or MS in Finance
VLS Environmental Solutions, LLC

About VLS Environmental Solutions, LLC

At VLS, we address your company’s most significant hurdles with waste management and compliance through sustainable solutions. With our high environmental standards, we build trust in the communities where we work. We strive to limit waste, injury, and environmental impact while driving positive relationships with government agencies and building loyalty among everyone involved in our solutions.

Our environmental services can make your company more efficient and compliant and contribute to a sustainable future. Choose VLS for waste management, marine services, and railcar cleaning.

Industry
Consulting & Advisory
Company Size
501-1,000 employees
Headquarters
Houston, Texas
Year Founded
2007
Website
vlses.com
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