Senior Investment Advisor, Private Wealth & Portfolio
PNC Bank
PNC Financial Services Group, Inc. is seeking a Senior Investment Advisor to manage client accounts and provide specialized investment advice in Louisville, KY. The ideal candidate will have 8+ years of relevant experience, a bachelor’s degree, and a strong focus on client relationship management. Responsibilities include delivering actionable advice and growing assets under management while adhering to PNC’s investment strategies. A supportive in-office culture is fostered to help employees thrive and succeed. #J-18808-Ljbffr PNC Financial Services Group, Inc.
- ...opportunity to contribute to the company’s success. As a Senior Investment Advisor within PNC's Private Bank organization, you will be based in Louisville,... ...and partnership with specialists supporting the portfolio investment strategy, objectives, and health of the strategy...SeniorPrivateTemporary workWork experience placementWork at office
$76k - $125.3k
...’s Financial Services EY EDGE Wealth and Asset Management (WAM) practice... ...facets of hedge fund, private equity fund and mutual fund taxation... .... Your key responsibilities A senior analyst in FSO EDGE WAM will... ...and status as a trusted advisor to maintain and further our reputation...SeniorPrivateSummer holidayWork at officeLocal areaFlexible hours- ...WealthBridge Financial Group is seeking a results-oriented Private Wealth Advisor to join our team. In this position, you will engage with clients... ...expertise to offer comprehensive solutions, including investment opportunities, retirement planning, and wealth management strategies...Private
- ...Valley has an opening for a Private Wealth Advisor (PWA) . This is an... ...wealth and estate planning, investments, banking, credit, real estate... ...financial plans and investment portfolios, making key adjustments based... ...a title such as a PWA, Senior Wealth Manager, Private Client...PrivateTemporary workWork experience placementWork at officeLocal areaRemote workFlexible hours3 days per week
$48k - $100k
A leading financial institution seeks an experienced Financial Advisor to join their team in Louisville, Kentucky. Candidates should have... ...include delivering comprehensive financial planning and wealth strategies, maintaining client relationships, and fostering new...Senior$75k - $125k
...population. With an enterprise value exceeding $50 billion and a portfolio of more than 1,400 properties across North America and the... ...in the longevity economy. Its largest business is private-pay senior housing, which includes over 850 communities providing valuable...SeniorPrivateWork at officeRemote workRelocation- A leading financial services firm in Louisville is seeking a Private Client Advisor to provide comprehensive financial planning and exceptional investment solutions. This role requires at least 2 years of experience in financial advising, focusing on client acquisition...Private
- ...Private Client Advisor At J.P. Morgan Chase, we have an enthusiasm for helping... ...inclusion. Using a broad investment product and thought... ...Private Client Advisor in Chase Wealth Management, you will offer... ...relationship management, not portfolio management Demonstrate a...
$10 per hour
Business Relationship Manager Senior Deepening - Vice President Louisville, KY, United... ...Banking, you’ll be managing a portfolio of large profitable business clients... ...banking products and partner with Branch, Wealth Management and Private Bank to identify and deliver...SeniorPrivateFull timeWork experience placementWork at office- ...FUNCTION: Serves as the trusted advisor and team coordinator to simplify complexity for Private Bank clients by challenging and... ...articulate and achieve their wealth goals. Partners with teams of... ...specialists to provide wealth planning, investments, private banking, risk...PrivateWork experience placementPrivate practiceWork at office
- J.P. Morgan Chase is seeking a Private Client Advisor for their Chase Wealth Management division in Louisville, Kentucky. The role involves offering comprehensive... ...a book of business, and delivering personalized investment solutions. Candidates should have at least 2 years of...
- J.P. Morgan Chase is seeking a Private Client Advisor for their Wealth Management team in Louisville, KY. This role involves offering comprehensive financial planning and advice tailored to each client’s needs, while demonstrating a commitment to diversity and delivering...
$17 - $29.75 per hour
...committed to social responsibility and investing in our communities through... ...Treasury Management, Merchant Services, Private Banking, Wealth Management, Commercial), educating clients... ...Profiles. May manage an assigned client portfolio to handle all consumer banking...PrivateFull timeImmediate start$7.25 per hour
...Purpose: This position partners with and supports up to two Portfolio Managers in the day-to-day management of commercial loan portfolios... ...including Underwriting, Closing, Insurance Tracking and Client Advisor Team. Track Maturing loans, delinquencies, insurance...Hourly payFull timeWork experience placementLocal areaShift work$21.75 - $44.5 per hour
...consulting groups. That's why we continuously invest in innovative ideas, such as AI-enabled... ..., accuracy, and consistency across the portfolio Monitoring/generating reports,... ...to provide audit services to public and private entities while also helping clients reach...SeniorPrivateHourly payContract workWork at officeLocal areaRemote workWorldwideShift work- ...diversity and inclusion. Using a broad investment product and thought leadership... ...to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive... ...on relationship management, not portfolio management Demonstrate a deep...
- ...Job Description Job Description POSITION Alliant Purchasing is seeking a Senior Portfolio Contract Analyst. In this role, you will directly contribute to Alliant’s goal of delivering savings to healthcare providers through strategic utilization of its contract...SeniorFull timeContract workWork at officeLocal area
- ...services for a variety of public agencies and private entities, including transportation design... ...client satisfaction. Collaborate with senior management on strategic planning and... ...scheduling & telecommuting opportunities) Wealth-Building (401k w/ company match, student...SeniorPrivateWork at officeLocal areaRemote workFlexible hours
- Alliant Purchasing, LLC is seeking a Senior Portfolio Contract Analyst in Louisville, Kentucky. In this critical role, you will contribute to Alliant's mission of delivering savings to healthcare providers through effective contract portfolio management and support contracting...SeniorContract workWork at office
- Legacy Healthcare Services, Inc. seeks a compassionate Physical Therapist to provide individualized rehabilitative care to senior patients. In this role, you will create and implement treatment plans, ensuring personalized attention for each resident. The position offers...SeniorPrivateMonday to Friday
- ...Consulting firms in the region. Monroe Shine is committed to serving private businesses, their owners, individuals, and nonprofit entities... ...offices are growing! We are looking for an experienced Tax Senior - Accounting Professional to manage the day-to-day responsibilities...SeniorPrivateLocal area
- ...an opportunity to contribute to the company's success. As a Wealth Advisor within PNC Wealth Management, you will be based in Louisville... ...strategic planning designed to help clients achieve their savings, investment, and retirement goals. As part of your support team, our...Full timeTemporary workPart timeWork experience placementWork at office
- J.P. Morgan Chase is seeking a Private Client Advisor in Louisville, Kentucky, to deliver comprehensive financial planning and advice to clients... ...build strong client relationships and provide personalized investment solutions. Qualified candidates should have at least 2...
$139.2k - $293.5k
...groups. That's why we continuously invest in innovative ideas, such as... ...Job Description: As a Senior Manager in our Tax Accounting... ...as well as serve as a business advisor to the client Research and... ...audit services to public and private entities while also helping clients...SeniorPrivateWork at officeLocal areaRemote workWorldwide- ...Job Description Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions... ...advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates...Seasonal workWork at officeWork from homeShift workDay shift
- JPMorgan Chase Bank, N.A. is looking for a Private Client Advisor in Louisville, Kentucky, to provide comprehensive financial planning and advice to individuals and families. The ideal candidate will have at least 2 years of financial advisory experience and a strong focus...
$154k - $286k
PNC Financial Services Group, Inc. is looking for a seasoned portfolio manager to manage UHNW and Family Office clients. Candidates should have 8+ years of experience in investment management and demonstrate strong risk management skills. This role offers a competitive...Work at office- ...book of business and deliver personalized investment solutions to your clients by relying on... ...focus on relationship management, not portfolio management. Demonstrate a deep understanding... ...skills At least 2 years in a Financial Advisor role or equivalent financial services...
- ...Private Wealth Client Associate Louisville, Kentucky To proceed with your application,... ...of comprehensive wealth management and investment products and services for individuals,... ...advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates...Seasonal workWork at officeWork from homeShift workDay shift
- Choreo, a wealth management firm in Louisville, is seeking a Director, Wealth Advisor to drive client acquisition and market growth. This role entails building a pipeline of high-value opportunities through CPA partners, delivering cohesive recommendations, and establishing...Local area
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