Investment Advisor/Portfolio Manager

Adell, Harriman & Carpenter, Inc. is an independent, fee-only investment management company, dedicated to providing our clients a comprehensive financial home using customized personal services and a diversified, long-term investment philosophy.

The Portfolio Manager position is a mid-level role on the professional career path within our firm. The primary focus of the role is to contribute the firm’s expertise in investment management, including research and portfolio construction, while providing client services working alongside the firm’s principals.  This role is intended to be the entry point for partner track.

Duties and Responsibilities:

  • Investment research and presentations
  • Portfolio construction, plus ongoing management
  • Participate in company marketing and business development projects
  • Continually maintain client-centered attitude
  • Assist Senior Advisors with client presentations
  • Assist in firm wide projects such as website and tech infrastructure


  • Bachelor’s degree from an accredited university
  • Progress toward CFP, CFA or similar designation
  • Demonstrate ability to work in a team environment
  • Ability to complete tasks and projects in a timely manner
  • Detail-oriented and structured
  • Strong listening skills along with written and verbal communication
  • Must be open minded and able to take constructive criticism
  • A self-starter interested in working toward a bigger team goal or success

Salary and Benefits:

  • Competitive Salary
  • Discretionary bonus
  • Health, long term disability, and life insurance
  • 401(k) profit sharing plan
  • Annual conference/education allowance
  • Full financial support for professional accreditation/continuing education requirements as approved by company

Email resume to:


Leave a Reply

Your email address will not be published. Required fields are marked *

Post comment