Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Wealth Management Advisor — Create Custom Portfolios

U.S. Bank

U.S. Bank is seeking a Wealth Management Advisor (WMA) to lead investment planning and insurance products for high-net-worth clients. You will deliver tailored portfolios, advise on strategy, and collaborate with AMG or Bancorp Investment platforms to meet client goals. The role emphasizes comprehensive wealth planning, strong client relationships, and the ability to present investment ideas with a holistic planning approach. Base salary is competitive with incentives based on production. #J-18808-Ljbffr U.S. Bank

Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Wealth Management Advisor — Create Custom Portfolios in Brooklyn, NY vacancy
  • $65k - $80.2k

    U.S. Bank is seeking a Wealth Management Advisor to lead investment planning. This role requires a Bachelor's degree and relevant financial sales experience. The advisor will deliver tailored investment management and insurance services while working with affluent clients... 
    Suggested

    U.S. Bank

    Brooklyn, NY
    4 days ago
  •  ...excellence across product lines.As a Product Portfolio Operations Manager in Consumer Bank Product Portfolio...  ...from discovery through execution.Create and deliver executive communications...  ..., lifelong relationships and put our customers at the heart of everything we do. We... 
    Suggested
    Work at office
    Shift work

    JP Morgan Chase

    Jersey City, NJ
    3 days ago
  •  ...Portfolio Manager Portfolio Manager is responsible for gathering and analyzing credit information on current borrowers; determines the...  ...of loans, promotes business for the Bank by maintaining good customer relations and referring customers to appropriate staff for new... 
    Suggested
    Permanent employment
    Work at office

    BCB Bank

    Bayonne, NJ
    2 days ago
  • $175k - $225k

     ...independent firm with a singular focus on the management of money. Over the course of our history...  ...Overview: We are seeking an Associate Portfolio Manager to support the management of...  ...Principles-Based - We empower our leaders to create an environment of trust. Performance-... 
    Suggested
    Local area

    Lord Abbett & Co.

    Jersey City, NJ
    20 hours ago
  • $65k - $80.2k

    ## Wealth Management AdvisorApplylocations: Gresham, OR: Cincinnati, OH: Tempe...  ...to do our best. Helping the customers and businesses we serve to...  ...**The Wealth Management Advisor (WMA) position is the investment...  ...and capabilities including portfolio management, trust... 
    Suggested
    Temporary work
    Work experience placement
    Local area

    U.S. Bank

    Brooklyn, NY
    3 days ago
  • $99k - $143k

     ...protect their assets and manage risks.At AIG, we are...  ...the way we help customers to manage risk. Join us...  ...Delivery).How you will create an impact:AIG is looking...  ...timelinesContinuously challenge the portfolio by identifying...  ...valueAct as a trusted advisor to business partners,... 
    Full time
    Work at office
    Shift work

    American International Group (AIG)

    Jersey City, NJ
    4 days ago
  •  ...and achieve their dreams through education. Role Summary As Portfolio Manager - ELT , you are responsible for defining product vision and...  ...key adoption decision makers and market influencers to gain customer insights that inform content strategy. Use customer insights... 
    Local area
    Worldwide

    Cengage

    Brooklyn, NY
    3 days ago
  •  ...financial professionals, including wealth advisors, brokers, and top producers...  ...across investment management, alternatives, wealth advisory...  ...relationship-based recruitment that creates long-term value for both...  ...new clients, conducting portfolio reviews, assessing risk tolerance... 
    Full time

    TSG Invest

    Jersey City, NJ
    10 days ago
  • $149.52k - $175.9k

    ## Principal Portfolio Manager 1Applylocations: Minneapolis, MN: Brookfield, WItime type: Full timeposted on: Posted Yesterdaytime left to...  ...At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial... 
    Temporary work
    Local area
    3 days per week

    U.S. Bank

    Brooklyn, NY
    1 day ago
  •  ...Sr. Business Development Manager- Insurance Domain   We are...  ...marketing knowledge of the entire portfolio of offerings with major focus...  ...account plans including customer profiles, targeted programs,...  ...form iShare and ensure they create a fulfilling experience with... 
    Full time
    Relocation
    Visa sponsorship

    Ishare

    Jersey City, NJ
    20 hours ago
  •  ...Cash Management Consultant SeniorAre you a dynamic professional...  ...impact on our customers and prospects. Join us...  ..., acting as a trusted advisor to Business Relationship...  ...growing the existing portfolio. Deliver Results –...  ...products. Our mission is to create engaged, lifelong... 

    Chase

    Brooklyn, NY
    1 day ago
  •  ...partnering across the firm to create a consolidated view of...  ...Technology Finance & Business Management (GT F&BM) organization within...  ...organization (e.g., Strategy, Portfolio Governance, Vendor mgt) to execute...  ...our businesses, clients, customers and employees up for success.... 
    Work experience placement
    Visa sponsorship
    Flexible hours

    JP Morgan Chase

    Jersey City, NJ
    4 days ago
  •  ...Responsibilities Organizing a series of work into a single portfolio consisting of reports that capture project objectives, costs, timelines...  ...and annual budgeting Coordinates with senior/executive management business partners to plan and ensure project objectives are met... 

    Jobtailor

    Brooklyn, NY
    2 days ago
  • $161.91k - $220.73k

     ...Job Description Job Summary Provides strategy and leadership to team responsible for enterprise project and portfolio management activities. Oversees project and portfolio management across mergers and acquisitions (M&A), growth, and other business initiatives - ensuring... 
    Work experience placement
    Work at office

    Molina Healthcare

    Brooklyn, NY
    20 hours ago
  • $63k - $96k

     ...Provides support for designated Asset Recovery Group Relationship Manager(s) and Support Staff. Works within a Regional Team committed to...  ...issues. Assists in ongoing monitoring of credits in their portfolio and assesses need for risk rating or accrual status changes. Assists... 
    Second job
    Work at office
    Flexible hours

    Key Bank

    Brooklyn, NY
    5 days ago
  • $66.36k

    J.P. Morgan Wealth Management - Private Client Advisor - Brooklyn, NY Join to apply for the J.P. Morgan Wealth Management...  ..., and delivering extraordinary customer service while maintaining a strong...  ...products. Our mission is to create engaged, lifelong relationships and... 
    Full time

    JPMorganChase

    Brooklyn, NY
    3 days ago
  •  ...Financial Solutions Advisor Registration Candidate...  ...comprehensive advice and customized solutions to clients...  ...and banking and money managed solutions Recommends...  ...solutions Success creating strong peer relationships...  ...and Client Focus Portfolio Management Prospecting... 
    Temporary work
    Work at office
    Monday to Friday
    Shift work
    Day shift

    Bank of America

    Sunnyside, NY
    4 days ago
  •  ...relationships, and delivering extraordinary customer service while maintaining a...  .... As a Market Director of Wealth in J.P. Morgan Wealth Management, you will create a culture of excellence and an...  ...will lead a team of a Financial Advisors who service a wide range of... 

    JP Morgan Chase

    Staten Island, NY
    2 days ago
  • $99k - $123k

     ...a brighter way forward. What this job involves:As a Property Manager at JLL, you will provide leadership to your team and outstanding customer service to your clients, while managing an Industrial portfolio of 10-15 properties in New Jersey and Long Island. You are responsible... 
    Full time
    Local area

    Jones Lang LaSalle

    Jersey City, NJ
    1 day ago
  • $102k - $120k

    Job TitleSenior Property Manager, MultifamilyJob Description SummaryThe Senior Multifamily...  ...oversees an assigned multifamily portfolio or a multi-faceted multifamily property...  ...contracts, expense control, audits, etc.Customer service - Providing superior customer service... 
    Minimum wage
    Full time
    Work at office
    Flexible hours

    Cushman & Wakefield

    Hoboken, NJ
    3 days ago
  •  ...delivering extraordinary customer service while maintaining...  ...As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive...  ...relationship management, not portfolio management Demonstrate...  ...products. Our mission is to create engaged, lifelong relationships... 

    JPMorgan Chase & Co.

    Queens, NY
    more than 2 months ago
  • $60k - $75k

     ...Asset Manager About the Organization For over three decades, SMC has been in the forefront...  ...area. Our property management portfolio consists of rental housing for family and...  ...strives to fulfill our vision of excellent customer services to both our clients and residents... 
    Full time
    Part time
    Work at office
    Local area
    Night shift

    SHINDA MANAGEMENT CORPORATION

    Queens Village, NY
    2 days ago
  • Job description: Executive Decisions Enterprise Salesforce Portfolio Manager Key Personnel role — NYS ITS Salesforce Implementation Enterprise Manager Salesforce Center of Excellence (COE) Role Summary The Enterprise Salesforce Portfolio Manager is a dedicated, non-billable... 
    Contract work
    For contractors
    Local area
    Work from home
    Flexible hours

    Executive Decision LLC

    Ridgewood, NY
    2 days ago
  • $81.1k - $115.9k

    Summary As an Experienced Portfolio Manager at Gainwell, you can contribute your skills as we harness the power of technology to help our clients improve the health and well‑being of the members they serve — a community’s most vulnerable. Connect your passion with purpose... 
    Full time
    Remote work
    Flexible hours

    Gainwell Technologies

    Brooklyn, NY
    10 hours ago
  • Executive Decisions is seeking an Enterprise Salesforce Portfolio Manager to lead the statewide portfolio of Salesforce engagements for NYS ITS, ensuring a consolidated view of cost, schedule, scope, risk, and resources. This non‑billable leadership role reports to the... 
    Remote job

    Executive Decision LLC

    Ridgewood, NY
    2 days ago
  •  ...provide overall administrative management and coordination of a variety...  ...will be assigned a research portfolio made up of multiple grants...  ...completed in a timely manner. Create efficiencies to improve accuracy...  ...colleagues, supervisors, and customers face to face. Working... 
    Contract work
    Temporary work
    Interim role
    Work at office
    Shift work

    https:/www.scheurer.org/careers/

    Brooklyn, NY
    1 day ago
  •  ...individuals, families, and business owners create, protect, and grow wealth through personalized, forward-...  ...closely with clients to develop customized financial strategies while building...  ...in financial services, wealth management, or business development Prior experience... 
    Traineeship
    Flexible hours

    WealthBridge Financial Group

    Valley Stream, NY
    8 days ago
  •  ...Join our dynamic team at Allied Property Management, a division of Allied National Services,...  ...the Twin Cities. We pride ourselves on creating exceptional experiences for our tenants...  ...Responsibilities: Manage a diverse portfolio of commercial properties, ensuring they... 
    For contractors
    Work at office
    Local area

    Allied National Inc

    Brooklyn, NY
    3 days ago
  • $140k - $180k

     ...collaborative environment where your portfolio construction skills and...  ...innovation in portfolio risk management? We’re looking for someone...  ...strategies managed by U.S. Financial Advisors (FAs), with a detailed focus...  ...group within UBS’s Global Wealth Management Americas division.... 
    Full time
    Work at office
    Flexible hours

    UBS

    Weehawken, NJ
    1 day ago
  • $107.9k - $172.64k

     ...Principal Financial Advisor to serve as a...  ...financial strategies and create meaningful and...  ...plans, leveraging customer and consumer insights...  ...Builds and manages relationships and...  ...Process Improvements, Portfolio Management, Process...  ...Strategy Development, Wealth Management #J-188... 
    Work at office
    Local area
    Remote work
    Flexible hours
    2 days per week

    Blue Cross and Blue Shield of North Carolina

    Brooklyn, NY
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Wealth Management Advisor — Create Custom Portfolios. Be the first to apply!