Career Opportunities

Position Title: Investment Advisor/Wealth Manager


Position Overview/Summary

The Investment Advisor/Wealth Manager at Physicians Private Client Group is responsible for providing discretionary investment guidance for businesses and individuals, expected to provide sound advice and analysis on a variety of investments, including individual equities and fixed income instruments, managed accounts, commodities and alternative investments, among others.

The role of Physicians Private Client Group's Investment Advisor/Wealth Manager is highly entrepreneurial and involves extensive client management and development, new client prospecting and financial consultancy.

The role is responsible for building and maintaining long-term relationships with a portfolio of financially successful clients. As the external face of Physicians Private Client Group, the Investment Advisor/Wealth Manager is expected to work closely with key firm personnel to provide a superior client experience across the full spectrum of the client's financial life.


- CIMA and/or CFP designation required/preferred

- Series 7, 63 (or 65 & 66) required/preferred

- Ideally at least one professional designation

Educational and Professional Designations

- BA/BS Degree from nationally recognized institution required; MBA preferred

- Clean U-4

How to Apply

Interested candidates should submit resume and cover letter to

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