Senior Wealth Portfolio Manager for High-Net-Worth Clients
First Command Financial Services, Inc.
First Command Financial Services, Inc. seeks a Wealth Portfolio Manager to independently manage high-net-worth portfolios, design investment strategies, monitor performance, and develop client relationships in Fort Worth. You will lead client engagements, prepare reports, and contribute to business development with a focus on personalized wealth management and risk-adjusted returns. Required are a Bachelor’s degree, 6+ years in finance, and licenses or progress toward CFP, CFA, or related #J-18808-Ljbffr First Command Financial Services, Inc.
- First Command Financial Services, Inc. in Fort Worth, TX is seeking a Wealth Portfolio Manager to independently manage high‑net‑worth portfolios and develop client relationships. You will design and implement investment strategies, monitor performance and provide wealth...SeniorHigh net worth
- First Command is seeking a Wealth Portfolio Manager in the Fort Worth, TX area to independently manage high net worth portfolios and develop client relationships. You will design and implement investment strategies, monitor performance, and provide comprehensive wealth...SeniorHigh net worth
- How will this role impact First Command? As a Wealth Portfolio Manager, you will independently manage high net worth individual portfolios and develop client relationships.You will design and implement investment strategies, monitor performance, and provide comprehensive...High net worthWork experience placementWork at office
$100k - $150k
Strittmatter Wealth Management Group, LLC. in Fort Worth, TX is seeking a seasoned Wealth Advisor. The ideal candidate should have a strong financial... ...proven track record of attracting and converting high net worth clients. This full-time position offers a base salary...SeniorHigh net worthFull time$95k - $105k
...are seeking an experienced Senior Financial Advisor who is passionate about helping clients make informed financial decisions... ...RIA. About Us Strittmatter Wealth Management Group (SWMG) is a boutique... ...Investment Advisor serving high-net-worth individuals, and business...SeniorHigh net worth$95k - $105k
...are seeking an experienced Senior Financial Advisor who is passionate about helping clients make informed financial decisions... ...RIA.About UsStrittmatter Wealth Management Group (SWMG) is a boutique... ...Investment Advisor serving high-net-worth individuals, and business owners...SeniorHigh net worth- Overview Sr. Associate, Client & Advisor... ...is looking for a Senior Associate to join... ...’s core business management teams. The Client... ...to ensure client portfolio information is accurate... ...specifically in wealth management, RIA,... ...focuses on ultra-high-net-worth individuals,...SeniorHigh net worthWork at office
- ...CORDA Investment Management, LLC is a client-centered wealth management firm serving high-net-worth individuals and families. The Financial Advisor will work directly with... ...‑term growth. Advisors partner closely with portfolio management, financial planning, and operations...High net worth
$100k - $250k
...seeking experienced Financial Advisors in Fort Worth, Texas. This role focuses on onboarding and servicing high-net-worth clients. Candidates should have 7+ years of... ...sales proficiency and integration of advanced Wealth Management techniques. The compensation is...SeniorHigh net worth- ...are currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in various... ...for providing comprehensive wealth management advice and building long-term relationships with clients. The role partners closely with high-net-worth individuals and families to develop...SeniorHigh net worth
- ...seeking a professional to manage and strengthen client relationships within an existing... ...The candidate will ensure high-quality service delivery,... ..., and leverage extensive wealth management experience. Responsibilities... ...designing investment portfolios, preparing for client...SeniorHigh net worth
- Northern Trust Corp in Fort Worth, TX is seeking a Senior Portfolio Advisor to manage high net worth investment accounts. This role involves developing personalized investment strategies and collaborating with a client service team to fulfill investment objectives. The...SeniorHigh net worthFlexible hours
- ...experienced private banking professional to build and manage a high-net-worth client portfolio in Wisconsin. You will provide bespoke loan and deposit... ...and maintain strong client relationships across the full wealth spectrum. The role emphasizes credit structuring, cross...SeniorHigh net worth
- ...America is seeking a qualified professional to manage fiduciary and investment management accounts for high-net-worth clients in Fort Worth, Texas. This role involves... ...well as engaging with clients to create tailored wealth strategies. The ideal candidate will have at least...SeniorHigh net worth
- An established industry player seeks a Private Client Services Tax Manager to enhance its team. This role involves providing expert federal tax compliance and planning services to high-net-worth individuals and privately-held businesses. The ideal candidate will have a...High net worth
- Weaver in Fort Worth, Texas is seeking a talented Tax Director for Private Client Services to lead tax compliance and planning for high-net-worth individuals and privately held businesses. The... ...federal tax compliance, capable of managing and mentoring staff while developing...High net worthFlexible hours
$90k - $100k
...years by Accounting Today. The clients we work with range from... ...actively seeking to add a Tax Senior to the team! In return, we offer... ...partnerships, S corporations, and high-net-worth individuals.-Research complex... ...and planning opportunities.-Manage multiple engagements while...SeniorHigh net worthLocal area- Texas Capital, based in Dallas with offices in Fort Worth, is seeking a senior private banking professional to lead client relationships and coordinate a cross-disciplinary wealth management team. The role focuses on generating new clients, managing ongoing experience,...Senior
- ...Senior Asset Management Consultant Arcadis is the world's leading company delivering sustainable design, engineering, and consultancy solutions... ...writing skills to effectively convey technical concepts to clients. Key responsibilities include developing both strategic and...Senior
- ...Fifth Third Bank. GENERAL FUNCTION A Senior Portfolio Manager will have primary responsibility for managing... ...of the business. This role includes client interaction, managing portfolio risk,... ...more complex names (lead clients, high-touch or more challenging sectors) Actively...Senior
- 慨正橡扯 is hiring a High-Net-Worth Financial Advisor Manager in Fort Worth, Texas. In this leadership role, you will... ...tailored financial solutions for clients with complex financial needs. The ideal... ...have significant experience in wealth management and possess the ability...High net worth
$181.5k - $246.8k
...endowments & foundations, pension plans, and ultra‑high net worth private clients implement and manage custom investment portfolios that generate outperformance so that they can... ...Director, Texas Region will serve as a senior relationship leader for a diverse portfolio of...High net worthWork at officeLocal areaWorldwide- ...consecutive years by Accounting Today. The clients we work with range from Professional... .... We are seeking an experienced Senior Tax Manager to join our team. This is an opportunity... ...other similar flow-through entities and high net-worth individuals-Strong organizational and...SeniorHigh net worthWork at officeFlexible hours
- Vanguard is looking for Relationship Managers in Fort Worth, Texas, to manage a book of ultra-high-net-worth clients. You will deliver exceptional experiences while educating and guiding clients to achieve their financial goals. The role includes responsibilities such as...High net worth
$125k - $191k
...Private Client Services Tax Manager Weaver is a full-service national accounting, advisory, and consulting... ...best selves. Our goal is to balance high development with high performance in... ...and planning services to high-net-worth individual clients and privately-held...High net worthFlexible hours- ...Bank seeks an experienced investment professional to lead portfolio research, scenario testing, and client-focused investment strategy development. You will coordinate with the Investment Team and external managers to optimize discretionary portfolios in line with the...Senior
- ...Austin, San Antonio, Dallas, Fort Worth and Houston with over 30 years of experience developing, managing, and investing in commercial... ...relationships with our clients through proven results, professional... ...Summary of Position: The Senior Property Manager is an...SeniorWork experience placementLocal areaImmediate start
$75k - $90k
Bank of America in Fort Worth is seeking an experienced professional responsible for managing a high net worth client base's trading and servicing needs. The role requires a strong background in trading, excellent interpersonal skills, and valid Series 7 and 66 licenses...High net worth- Bank of America is seeking a senior-level asset manager to lead complex portfolios across oil, gas, mineral, real estate, and related assets. You will guide fiduciary decisions, support client meetings, and deliver tailored asset strategies with private bank teams. You...Senior
- Fort Worth, TXTax /Full-time /HybridCome for... ...impact our clients and people. Talented... ...Advisory, and Business Management services to our... ...public companies, high-net-worth individuals,... ...role is ideal for senior manager and principal... ...estate and wealth transfer planningRepresent...SeniorHigh net worthFull timeWork at officeLocal areaRemote work
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