We look for the best talent in our industry and are very selective in our hiring. The entire Bedel Financial team brings experience, industry knowledge and well-honed skills to the firm. We are proud to have Certified Investment Management Analyst (CIMA®), Certified Financial Planner™ practitioners (CFP®), and Chartered Financial Analysts (CFA) on our team, reflecting our commitment to the profession. Browse our open career positions and apply.
Portfolio Manager
The Portfolio Manager will be responsible for managing and customizing investment portfolios that are tailored to the needs of individual clients in order to ensure ongoing alignment with their financial goals. The role will also involve active participation in the firm’s Investment Committee requiring involvement in the investment due diligence process, evaluating potential investments and contributing to the overall investment strategy of the firm. This position requires strong client-facing skills and a deep understanding of investment strategies and market trends.