Job Description

Trinity Family Wealth Advisors (Trinity) is searching for a seasoned Portfolio Manager (PM) who wants to be part of a team that helps clients find clarity, contentment and freedom in their financial decisions and generosity.

The PM is responsible to provide excellent service to Trinity’s clients that receive investment products and services from Trinity’s strategic partner, Capstone Asset Management Inc. (CAM) and will manage the duties of other Trinity team members in the context of providing investment liaison and support services.

For more information, see our Opportunity Profile: https://nelsonandkraft.com/wp-content/uploads/2024/02/Trinity-Family-Wealth-Advisors-OP-Portfolio-Manager-FINAL-1.pdf