Berkowitz Pollack Brant Advisors + CPAs · 1 month ago
Investment Advisor
Miami
Full-time
Onsite
Senior Level
7+ years expProvenance Wealth Advisors is committed to delivering exceptional investment management services. The Investment Advisor is responsible for constructing and managing customized investment portfolios for high-net-worth clients, ensuring alignment with their financial goals through comprehensive analysis and client engagement.
AccountingConsultingCrowdfundingFinancial ServicesService Industry
Responsibilities
Design and manage diversified, tax-efficient investment portfolios tailored to individual client needs, goals, risk tolerance, and time horizons
Conduct ongoing portfolio analysis including performance attribution, rebalancing, and risk metrics
Implement strategic and tactical asset allocation decisions in accordance with firm investment guidelines and macroeconomic outlooks
Perform security selection, manager due diligence, and ongoing monitoring across asset classes (e.g., equities, fixed income, alternatives, alternatives, SMAs, ETFs, mutual funds)
Monitor capital markets, economic indicators, and geopolitical developments to adjust portfolio positioning as needed
Utilize portfolio management platforms and CRM systems to track client data, trades, rebalancing, and reporting
Act as a key investment resource for clients and prospects, explaining portfolio strategies, market views, and performance results in a clear and engaging manner
Attend client meetings to present and review investment portfolios and respond to client inquiries
Support the onboarding of new clients by evaluating existing investment positions and integrating them into PWA-managed portfolios
Contribute to the creation of client deliverables including quarterly reports, market commentary, and customized performance reviews
Serve as a subject matter expert and internal consultant to advisors and planners on portfolio design, investment positioning, and capital market insights
Collaborate with the Chief Investment Office on firm-wide asset allocation models, capital market assumptions, and portfolio construction methodologies
Participate in the firm’s Investment Committee, contributing to discussions on asset allocation, security selection, and investment research
Contribute to internal investment communications, advisor education initiatives, and enhancements to the investment platform and technology tools
Track portfolio review calendar to ensure all client meetings are being conducted on schedule and within firm guidelines
Ensure all investment recommendations and actions adhere to regulatory, compliance, and fiduciary standards
Qualification
Required
Bachelor's degree in finance, Economics, or a related field
7+ years of investment management or portfolio management experience within a wealth management or RIA environment
Deep understanding of financial markets, asset classes, investment strategies, and portfolio construction
Familiarity with financial planning principles and the integration of investments into broader wealth strategies
Preferred
MBA or advanced degree
CFA designation
Company
Berkowitz Pollack Brant Advisors + CPAs
Berkowitz Pollack Brant has joined Baker Tilly - follow Baker Tilly US on LinkedIn! For more information, visit www.bpbcpa.com, www.provwealth.com, www.baybridgecapitaladvisors.com or www.baybridgerec.com.
201-500 employees
H1B Sponsorship
Berkowitz Pollack Brant Advisors + CPAs has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (4)
2023 (2)
2022 (2)
2021 (2)
Funding
Current Stage
Growth StageLeadership Team
Joseph L. Saka, CPA/PFS
Chief Executive Officer
Jose Vergara
President and COO
Recent News
2025-05-27
Morningstar.com
2025-04-11
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