Central Bancompany · Jefferson City, Missouri, US

Portfolio Manager

OpenFull-timePay not stated

Open — Central Bancompany has a posting for this job. Posted 24 Aug 2026.

This posting

Posted 24 Aug 2026 · Full-time · Pay not stated

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About this job

Description

Overview

Central Trust Company provides world class “fee-only” wealth management solutions, including: investment management, fiduciary services, financial, estate and tax planning services; all free from conflicts of interest. We pride ourselves on providing legendary client service, being mindful of our Midwest values and never forgetting our roots, dating back to 1902.

Job Summary

The Portfolio Manager works directly with clients to develop and implement strategies that address their investment, financial, insurance, tax, and estate planning needs. The Portfolio Manager will work closely with other Advisors on the team to provide advice on all aspects of the client relationship. They are responsible for investment management, assisting with new business development, and client retention. A successful Portfolio Manager will be an attentive listener, driven to grow personally and professionally, an experienced investment manager, and will be clear and concise in presenting the services offered by Central Trust Company.

Job Duties

  • Responsible for client investment management and retention, instilling confidence through demonstrated expertise
  • Assist with the creation, delivery, execution, and management of complex financial plans
  • Lead client meetings at all phases of the wealth management cycle to discover and provide solutions to complex client issues
  • Increases market share in their local region

Qualifications

Required Qualifications

  • Bachelor’s degree, preferably in a related field such as finance, business, or accounting
  • 7 or more years in the financial services industry with relevant experience in a client-facing role
  • Ability to discuss and present complex investment management topics to clients and prospects
  • Highly effective interpersonal, relationship management, and communication skills, with a strong attention to detail

Preferred Qualifications

  • 10 or more years in the financial services industry with relevant experience in a client facing role
  • CFA® charterholder or CFP® certificant
  • Graduate degree consisting of MBA, or MS in Finance

Read the full posting

Not this job's pay

What do Corporate – Finance & Accounting jobs in Missouri pay?

Talentify has no pay figure for this posting. The lines below are about Corporate – Finance & Accounting jobs on Talentify in Missouri as a group, computed by Talentify's job index across their postings. They are not the pay for this job.

Of the 206 Corporate – Finance & Accounting jobs on Talentify in Missouri, 40 list pay per hour.

Taking the midpoint of each listed range, the middle half pay 21.00–28.00 USD per hour and the median is 23.55 USD per hour.

33 of these 40 name no currency; they are counted as USD because the jobs are in the United States.

Pay as employers listed it, not adjusted or verified. Updated 2026-11-07.

Computed on 2026-11-07 from the pay in 40 listings.

Also open

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