Portfolio Manager / Equity Trader — Stock Picker
Warther Private Wealth | Naples, Florida | Reports directly to the CEO
Warther Private Wealth is seeking an exceptional stock picker to help advance a seven-year record of delivering returns above the S&P 500 benchmark. The ideal candidate will bring the judgment, discipline, and conviction to identify individual equities that can propel Warther’s history of benchmark-beating performance into its next chapter.
About Warther Private Wealth
Warther Private Wealth is a fast-growing independent Registered Investment Advisor. Based in the robust Naples, Florida market, the firm has experienced exceptional growth, with assets under management increasing more than 500% over the past five years.
Founded on a commitment to extraordinary client outcomes, Warther Private Wealth delivers highly personalized advice that considers each client’s full financial picture. The firm operates with a fiduciary mindset and a high-touch service model designed to help clients build wealth, preserve legacies, and make confident financial decisions.
About the CEO
Robert “Bob” Warther, CEO and Founder, has built his career around disciplined financial strategy, client-first advice, and a relentless pursuit of results beyond the ordinary. Since beginning his career in 1972, Bob has developed deep expertise across capital accumulation, estate and trust planning, tax-saving strategies, and holistic wealth advisory services. He is known for acting as a strategic “quarterback” for large families and business owners navigating complex financial decisions.
This role will work directly with Bob and play a meaningful part in the firm’s next stage of growth. The ideal candidate must be a true stock picker—someone with conviction, discipline, independent thinking, and the ability to identify individual equity opportunities that can contribute to client portfolio performance.
Position Overview
Warther Private Wealth is seeking a highly analytical, performance-driven Portfolio Manager / Equity Trader to lead individual stock selection for client portfolios. This is not a passive allocation role. The firm is looking for a hands-on equity investor who can research, evaluate, and select individual stocks with rigor and conviction.
The successful candidate will be responsible for identifying attractive individual equity opportunities, building and maintaining investment theses, monitoring portfolio holdings, and communicating recommendations directly to the CEO. This person should be comfortable operating in an entrepreneurial, high-accountability environment where investment judgment, intellectual honesty, and results matter.
Key Responsibilities
· Conduct deep fundamental research on individual publicly traded companies across sectors and market capitalizations.
· Develop clear, well-supported investment theses for individual stock recommendations.
· Identify compelling equity opportunities based on valuation, business quality, competitive positioning, management, balance sheet strength, earnings potential, and risk/reward profile.
· Monitor existing holdings and recommend buy, sell, trim, or add decisions as market conditions and company fundamentals evolve.
· Work directly with the CEO to discuss investment ideas, portfolio positioning, and market opportunities.
· Support portfolio construction decisions with an emphasis on individual stock selection, risk management, and long-term client outcomes.
· Stay current on market trends, macroeconomic developments, earnings reports, sector dynamics, and company-specific catalysts.
· Prepare concise written and verbal investment summaries for internal decision-making.
· Collaborate with the broader advisory and research team while maintaining ownership of stock-picking recommendations.
Ideal Candidate Profile
The ideal candidate is first and foremost a stock picker. This individual has a demonstrated passion for equity markets, a disciplined research process, and the confidence to make specific investment recommendations backed by evidence. They are intellectually curious, independent-minded, and comfortable being measured by the quality of their investment judgment.
· Strong experience researching and selecting individual stocks.
· Demonstrated ability to analyze businesses, industries, financial statements, valuation metrics, and market catalysts.
· Clear investment philosophy and repeatable process for identifying high-quality equity opportunities.
· Ability to communicate complex investment ideas clearly, concisely, and persuasively.
· High level of integrity, discretion, judgment, and fiduciary awareness.
· Comfort working closely with senior leadership in a boutique, client-focused wealth management environment.
· Entrepreneurial mindset, strong work ethic, and desire to contribute to a growing firm.
· Experience in portfolio management, equity research, trading, investment analysis, or related investment roles.
Qualifications
· Bachelor’s degree in finance, economics, accounting, business, or a related field required; advanced degree or CFA designation preferred.
· Relevant investment management, equity research, portfolio management, trading, or buy-side/sell-side experience preferred.
· Strong knowledge of public equity markets, security analysis, portfolio risk, and investment decision-making.
· Ability to build financial models, interpret earnings reports, evaluate company filings, and assess valuation.
· Series licenses, advisory credentials, or other applicable registrations are a plus, depending on the candidate’s background and responsibilities.
· Excellent verbal, written, analytical, and presentation skills.
Why Join Warther Private Wealth?
· Direct access to and collaboration with the CEO and Founder.
· Growing and Supportive Environment- 25+ Workshops annually at luxury venues like the Ritz-Carlton and Four Seasons provide fresh stream of prospects within a continually burgeoning market, Naples to effectuate continued growth supported by dynamic team members that push the throttle of evolutionary but holistic practice .
· High-impact position within a boutique, client-centered advisory business.
· Dynamic Naples, Florida market with strong growth momentum.
· Culture focused on excellence, accountability, personal service, and extraordinary client outcomes.
Compensation and Location
This role is based in Naples, Florida. Compensation will be competitive and commensurate with experience, track record, qualifications, and fit with the firm’s long-term objectives.
How to Apply
Qualified candidates are invited to submit a resume and a brief description of their investment philosophy, stock selection process, and relevant track record. Candidates should be prepared to discuss specific investment ideas and the research process behind them. Email [email protected].
Work Location: In person
