Elite Wealth Advisor: Build Bespoke Portfolios
U.S. Bank
U.S. Bank is seeking a Wealth Management Advisor in Greenwich, CT, to work with affluent clients, gather detailed financial information, and tailor investment and insurance solutions. You will collaborate with specialists and utilize open-architecture platforms to deliver comprehensive client experiences. The role emphasizes relationship-building, strong presentation skills, and a deep knowledge of financial planning, with access to a broad product portfolio and support resources to help you #J-18808-Ljbffr
- ...A leading wealth management firm in Westchester County is looking to hire a Portfolio Advisor. This position will work closely with the CIO and will be an impactful role on a small team. Day to day you will: Assist in the formal recommendation process for asset allocation...SuggestedFull time
- ...achieve what matters most. Schwab Wealth Advisory is a fee‑based, non‑... ...to our clients. As a Wealth Advisor, you’ll manage ongoing client... ...Experience: Ability to build trust by listening actively,... ...recommendations in a way that aligns portfolios to client goals, risk...SuggestedFull timeWork at office
$150k - $200k
...demonstrate an outstanding talent. There is no roadmap to future success, so we need people who can help us build it.The Role:We are seeking candidates with quantitative portfolio management experience and intimate knowledge of systematic strategiesJob Responsibilities (include,...SuggestedCasual workWork at officeFlexible hours$150k - $200k
...demonstrate an outstanding talent. There is no roadmap to future success, so we need people who can help us build it.The Role:We are seeking candidates with quantitative portfolio management experience and intimate knowledge of systematic strategiesJob Responsibilities (include,...SuggestedCasual workFlexible hours$150k - $250k
...Corporate Finance (FP&A & Portfolio Management) Associate | High-Growth Investment Platform | NYC | $150-250K+ Total Compensation One of the most exciting and fastest-growing investment platforms in the market is seeking an FP&A & Portfolio Management Associate to join...Suggested- ...Overview: An established Connecticut based wealth management firm is hiring a Wealth Advisor to lead and grow a portfolio of high-net-worth and emerging-ultra-high-net-worth... ...guidance, and ongoing portfolio reviews. Build new relationships through referrals, COIs, and...Full timeWork at office
$160k - $220k
...mid-senior level investment professionals for its portfolio management team, who will each be responsible for building and managing an evergreen portfolio comprised of... ...registered offerings is a plusExperience in the wealth channel is a plusStrong qualitative and...Full timeWork at officeRemote work- ...what matters most. Schwab Wealth Advisory is a fee ‑ based, non... .... As a Sr. Manager, Wealth Advisor , you'll manage ongoing client... ...into recommendations that align portfolios to client objectives , risk... ...and collaboration—so you can build the skills to make a lasting...Work at office
- ...Equitable Advisors is dedicated to making a positive impact in the... ...structured path to becoming a wealth manager through licensing and... ...Highlights Client Engagement: Build and nurture client... ...through networking events and portfolio management, ensure consistent...Full timeWork experience placementWork at officeLocal areaFlexible hours
$87.4k - $123.4k
...term goals. This role emphasizes client engagement, relationship building, and delivering expert consultations aligned with Empower's... ...Representative of Advised Assets Group, reviewing participant investment portfolios and providing recommendations through Empower's managed...16 hoursTemporary workWork experience placementCasual workWork at officeLocal areaRemote workWork from homeWork visaFlexible hours- ...Most wealth advisors spend their days cold calling, begging for referrals, and selling products... ...do what actually matters—help people build wealth. What You’ll Actually Do... ...We handle the technology. Automated portfolio management and rebalancing. Digital...Full timeRemote work
- ...Key Responsibilities Own day-to-day oversight of a CRE and C&I loan portfolio — monitoring performance, tracking covenants, and flagging issues early Lead initial underwriting and deal structuring for new and existing relationships, including financial modeling,...
$195k - $225k
...insights to unlock opportunities for long-term wealth creation. Our talented, global teams... ...Canvas platform which offers financial advisors an unprecedented level of control and... ...information, please visit Role Overview:The Portfolio Manager plays a central role in...Local area- ...clients achieve what matters most. Schwab Wealth Advisory is a fee‑based, non‑... ...to our clients. As a Sr. Manager, Wealth Advisor, you’ll manage ongoing client relationships... ...inputs into recommendations that align portfolios to client objectives, risk profile, and...Full timeWork at office
$150k - $200k
...class: as a Senior Investment Advisor at Masterworks, you'll advise... ...their broader investment portfolios as a source of diversification... ...You have a track record of building and managing relationships with... ...advisors primarily from traditional wealth management backgrounds....- ...Systematic Futures Portfolio Manager My client is a leading quantitative hedge fund looking to build out new desks in the short term and intraday futures space. They are looking for senior candidates with experience in managing a systematic and quant driven futures...Temporary work
- ...Senior Financial Advisor Elevate Your Practice. Expand Your Impact. You've built a successful... ...clients—not paperwork. Comprehensive wealth management, insurance, estate, retirement... ...-level resources. Flexibility to build your practice your way with a hybrid work...Full timeTemporary work
- ...estate debt. Sitting within the core Portfolio Analytics function, this pivotal role drives... ...quantitative engine for the platform—building sophisticated risk frameworks,... ...regulatory risk filings, capital planning, and bespoke data requests from marketing and investor...
$130k
...comprehensive planning, and build long-term relationships in a... ...environment? Altfest Personal Wealth Management — one of New York’... ...an experienced Financial Advisor to join our growing team in New... ...team to deliver customized portfolio strategies aligned with client...Work at officeRemote workFlexible hours- JPMorganChase is seeking a Relationship Banker in a Chase Branch to represent our brand with hospitality, build meaningful client relationships, and deliver thoughtful financial solutions. You will acquire, manage, and retain clients using your financial knowledge and technology...
- ...Norwalk, CT, responsible for assisting in sales, products, and service activities with the customer service team. The role focuses on building customer loyalty, growing relationships, and referring opportunities within Citi's banking products. Responsibilities include...
- ...exceptional client service, acquire and retain clients, and offer financial solutions using Chase tools and digital platforms. You will build trust, understand customer needs, and collaborate with specialists to address complex requests while ensuring compliance and risk...Afternoon shift
- ...Strategies, Debt Management Wealth & Investment Management -... ...Annuities Our financial advisors at help clients reach their goals... ...help them get there. As you build your financial planning... ...services, and discretionary portfolio management solutions. The company...Work experience placementWork at officeWork visa
- ...make an impact in the lives of the people you serve, helping them build, grow and protect financial well-being through purpose-based... ...Series 7 and 66 registrations, and complete Thrivent’s comprehensive advisor onboarding program. After onboarding, you’ll have control over...
- ...strategic objectives. Lead core financial planning activities, including budgeting, forecasting, reporting, and evaluating variances. Build complex financial models, conduct valuation assessments, and analyze profitability, then deliver insights to senior decision-makers....Full time
$250k - $350k
...solutions that enhance performance, enable transformation, and build resilience. More than 1,000 insurers worldwide rely on this differentiated... ...our client’s executive leaders, the role shapes decisions on portfolio mix and growth plans for risk and capital efficiency and...Temporary workLocal areaRemote workWorldwideVisa sponsorshipWork visaFlexible hours- ...person. We work closely with our clients to build relationships based on understanding the... ...and multifamily offices, investment advisors, trust companies and other institutions.... ...Aggregation, Reconciliation & Data Enrichment, Portfolio Accounting, Principal & Income/Trust...
$230k - $250k
...clients leading financial security while delivering bespoke products and world class service — both pre-... ...Actuary, Treaty Reinsurance Pricing will build and lead the technical pricing of Ascot’s treaty reinsurance portfolio, delivering rigorous pricing, structuring, and...Price workWork at office3 days per week- ...celebrate it, we support it, and we thrive on it for the benefit of our employees, our clients, and our communities. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills. ISG is proud to be an equal opportunity workplace and...
- ...seeking a senior actuarial-quantitative professional to own analytics from data pipeline to pricing and capital models. You will design, build and operate the insurance data foundation end-to-end and translate it into practical insights for risk, reinsurance and business...
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