Purpose of Position: Incumbent manages a portfolio of investment accounts, meeting regularly with clients and prospects to cultivate positive relationships, deliver superior customer service, and attract new clients. General portfolio management includes analyzing and making recommendations for stocks, bonds and outside money managers; duties may also include specific responsibilities in one or more of the following investment areas: municipal bond, taxable bond, mutual funds, and stocks.  Essential Functions: Conduct meetings with clients and prospects, facilitate risk assessments and discuss individual financial goals to ensure that proposals address investment priorities Cultivate and maintain positive relationships with