Provenance Wealth Advisors
Senior Investment Advisor page is loaded## Senior Investment Advisorlocations:
Fort Lauderdale:
West Palm Beach:
Boca Raton:
Miamitime type:
Full timeposted on:
Posted 16 Days Agojob requisition id:
JR100309**It's fun to work in a company where people truly BELIEVE in what they're doing!**
*We're committed to bringing passion and customer focus to the business.*The Senior Investment Advisor at Provenance Wealth Advisors (PWA) is responsible for constructing, monitoring, and managing customized investment portfolios for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients in alignment with their long-term financial goals. This role bridges investment strategy and client delivery by integrating research, risk analysis, and personalized portfolio management with high-touch client engagement. The Senior Investment Advisor will collaborate closely with Financial Advisors, the financial planning team, and the Chief Investment Office to ensure that portfolios remain consistent with client objectives, market conditions, and the firm’s investment philosophy.
DESCRIPTION
Technical 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.
Client-Facing Responsibilities
• Act as a key investment resource for clients and prospects, explaining portfolio strategies, market views, and performance results in a clear and engaging manner.
Sr. Investment Advisor Job Description
Page 2 of 3
• 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.
Team and Leadership Responsibilities
• 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.
• Mentor junior investment professionals and portfolio analysts; assist with training and professional development.
• 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.
Work environment
• This role is based in a professional office environment and routinely uses standard office equipment such as computers, phones, and photocopiers.
• Occasional travel may be required to attend meetings, conferences, and client engagements.
• The role requires the ability to manage multiple priorities and work in a fast-paced, dynamic environment.
• This role requires the ability to maintain strict confidentiality regarding sensitive company and client information.
Education/Experience
• Bachelor’s degree in finance, Economics, or a related field required; MBA or advanced degree preferred.
• CFA designation strongly preferred.
• 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.
Sr. Investment Advisor Job Description
Page 3 of 3
Affirmative Action/EEO Statement
Provenance Wealth Advisors is an equal opportunity employer and is committed to fostering a diverse and inclusive workplace. We are dedicated to the principles of equal employment opportunity and affirmative action, and we encourage applications from all qualified individuals regardless of race, color, religion, gender, sexual orientation, national origin, age, disability, veteran status, or any other protected characteristic. We believe that a diverse workforce enriches our organization and enhances our ability to meet the needs of our clients and community.*If you like wild growth and working with happy, enthusiastic over-achievers, you'll enjoy your career with us!**Provenance Wealth Advisors (PWA) is a company whose culture is defined by the character of its team members. As a result, each team member must possess an unyielding desire to exceed client expectations. We serve our clients the way we want to be served. Being entrusted with our clients’ livelihood and their life’s work means that every workday activity and interaction requires the highest degree of ethics and professionalism. Your daily activities are to be completed correctly and efficiently the first time. Our continued success depends on a diverse array of professionals working together toward common goals and each of us promoting a shared culture of excellence and mutual accountability.**PWA is also a unique work environment that values teamwork and strategic cooperation among both its planners and its staff. Each team member brings a unique skill set and experience to the organization, and we value and respect everyone’s unique talents. PWA expects all team members to be respectful of each other and strive to make collaboration and cooperation among members of the firm a cornerstone of our culture and success.**Accountability is also a key element in our success. PWA is committed to a “return and report” culture so that each of us is accountable for doing what we agreed to do to the very best of our ability and within the agreed-upon timeframe. Target dates are to be communicated with each assigned task. If they are not, it is the responsibility of the assignee to obtain a target date for completion. Persons assigned such tasks will be accountable to report back as to the status of the tasks assigned.* #J-18808-Ljbffr
Fort Lauderdale:
West Palm Beach:
Boca Raton:
Miamitime type:
Full timeposted on:
Posted 16 Days Agojob requisition id:
JR100309**It's fun to work in a company where people truly BELIEVE in what they're doing!**
*We're committed to bringing passion and customer focus to the business.*The Senior Investment Advisor at Provenance Wealth Advisors (PWA) is responsible for constructing, monitoring, and managing customized investment portfolios for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients in alignment with their long-term financial goals. This role bridges investment strategy and client delivery by integrating research, risk analysis, and personalized portfolio management with high-touch client engagement. The Senior Investment Advisor will collaborate closely with Financial Advisors, the financial planning team, and the Chief Investment Office to ensure that portfolios remain consistent with client objectives, market conditions, and the firm’s investment philosophy.
DESCRIPTION
Technical 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.
Client-Facing Responsibilities
• Act as a key investment resource for clients and prospects, explaining portfolio strategies, market views, and performance results in a clear and engaging manner.
Sr. Investment Advisor Job Description
Page 2 of 3
• 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.
Team and Leadership Responsibilities
• 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.
• Mentor junior investment professionals and portfolio analysts; assist with training and professional development.
• 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.
Work environment
• This role is based in a professional office environment and routinely uses standard office equipment such as computers, phones, and photocopiers.
• Occasional travel may be required to attend meetings, conferences, and client engagements.
• The role requires the ability to manage multiple priorities and work in a fast-paced, dynamic environment.
• This role requires the ability to maintain strict confidentiality regarding sensitive company and client information.
Education/Experience
• Bachelor’s degree in finance, Economics, or a related field required; MBA or advanced degree preferred.
• CFA designation strongly preferred.
• 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.
Sr. Investment Advisor Job Description
Page 3 of 3
Affirmative Action/EEO Statement
Provenance Wealth Advisors is an equal opportunity employer and is committed to fostering a diverse and inclusive workplace. We are dedicated to the principles of equal employment opportunity and affirmative action, and we encourage applications from all qualified individuals regardless of race, color, religion, gender, sexual orientation, national origin, age, disability, veteran status, or any other protected characteristic. We believe that a diverse workforce enriches our organization and enhances our ability to meet the needs of our clients and community.*If you like wild growth and working with happy, enthusiastic over-achievers, you'll enjoy your career with us!**Provenance Wealth Advisors (PWA) is a company whose culture is defined by the character of its team members. As a result, each team member must possess an unyielding desire to exceed client expectations. We serve our clients the way we want to be served. Being entrusted with our clients’ livelihood and their life’s work means that every workday activity and interaction requires the highest degree of ethics and professionalism. Your daily activities are to be completed correctly and efficiently the first time. Our continued success depends on a diverse array of professionals working together toward common goals and each of us promoting a shared culture of excellence and mutual accountability.**PWA is also a unique work environment that values teamwork and strategic cooperation among both its planners and its staff. Each team member brings a unique skill set and experience to the organization, and we value and respect everyone’s unique talents. PWA expects all team members to be respectful of each other and strive to make collaboration and cooperation among members of the firm a cornerstone of our culture and success.**Accountability is also a key element in our success. PWA is committed to a “return and report” culture so that each of us is accountable for doing what we agreed to do to the very best of our ability and within the agreed-upon timeframe. Target dates are to be communicated with each assigned task. If they are not, it is the responsibility of the assignee to obtain a target date for completion. Persons assigned such tasks will be accountable to report back as to the status of the tasks assigned.* #J-18808-Ljbffr