Wealth Advisor: Relationship-Driven Portfolio Growth
BOK Financial Corporation
BOK Financial Corporation is seeking a Financial Advisor to guide clients toward short and long-term goals through holistic financial planning and advice. The role focuses on building relationships, prospecting new clients, and helping manage assets under management. Strong interpersonal skills and active licensing are essential for success in this position. Office-based in Albuquerque, with training and career growth opportunities. #J-18808-Ljbffr BOK Financial Corporation
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Wealth Advisor: Relationship-Driven Portfolio Growth in Brooklyn, NY vacancy
$41.5k - $65.5k
...appointments, and building new relationships within the community.... ...management framework to the portfolio to protect the Bank's assets... ...visit: About Us At BMO we are driven by a shared Purpose: Boldly Grow... ...businesses, and power economic growth around the world. As a member...SuggestedContract workPart timeLocal areaImmediate startDay shift- ...Job Description Soltage Associate - Portfolio Management / Corporate Finance Company... ...Position Description: We are seeking a driven Portfolio Management / Corporate Finance... ..., and equity capital that fund Soltage's growth. Support the day-to-day management of...SuggestedFull time
Soltage
Jersey City, NJ15 days ago - ...Soundview Financial Group, a Private Wealth Advisory Practice, seeks an Advisor Trainee to support succession... ...retiring advisors and grow client relationships in Edmonds and/or Wenatchee, WA.... ...credentials, client meetings, and ongoing portfolio guidance. Ideal candidates have...SuggestedTraineeshipPrivate practiceWork at office
- ...Finance, Operations, and Data teams to translate financial data into actionable insights, build models, dashboards, and drive data-driven decision-making in a fast-growing, PE-backed behavioral health company. This hybrid role requires local Nashville-area candidates and...SuggestedLocal area2 days per week3 days per week
$85.17k - $110.72k
...Manager oversees acommercialloan portfolio, working with market lenders... ...role in long-term market growth. All employees are expected... ...the primary liaison between Relationship Managers and internal partners... ...specialized financial and data-driven reports. Strong organizational...SuggestedFull timeContract workWork at officeShift work- Huntington Bank is seeking a Financial Relationship Banker in Cincinnati, OH. You will retain and grow consumer and business relationships by proactively identifying financial goals and recommending deposit, loan and other banking products. You will also educate customers...
$22.61 - $37.67 per hour
...Responsibilities Develop new customer relationships and expand and retain... ...opportunities leveraging the portfolio management process and... ...traditional banking services with the wealth management and institutional... ...continuing to support the growth and development of all our team...Hourly payLocal area- TD Bank in Trooper, PA, is seeking a Relationship Banker II to cultivate and deepen client relationships by delivering personalized banking solutions and advice. The role emphasizes needs-based guidance, product knowledge, and compliant, end-to-end service. The candidate...
- MidFirst Banking Center in Phoenix is seeking a Personal Banker to generate business and deepen customer relationships by promoting banking products and services. You will provide high quality service while meeting sales goals and supporting branch staff. Responsibilities...
- ..., educate clients on online and mobile banking, and connect customers with appropriate financial solutions. The role emphasizes relationship building, compliance, and high‑quality service in a busy branch setting. Ideal candidates are bilingual? #J-18808-Ljbffr Bank of...
- Develops and manages Private Banking relationships across the Meridian Bank footprint, with responsibility for deposit and loan growth, portfolio management, high-touch client service, and qualified referrals to Meridian Wealth Partners and other Bank partners. Qualifications...Work at office
- ...County, CA seeks a Commercial Banking Relationship Manager III to lead business development... ...closings while maintaining high-quality portfolios. The role emphasizes proactive... ...communication, and independent work within a team-driven environment. #J-18808-Ljbffr Valley...
- NBH Bank in Provo, UT is seeking a Relationship Banker I to build and maintain client relationships, introduce new products and digital solutions, and deliver exceptional service using tablets, smartphones and laptops. This role includes training, opportunities for advancement...Flexible hours
$102.94k - $154.45k
...entrepreneurs, manage investments and portfolios, and foster a thriving... ...job creation and economic growth across the region. Why this role... ...communicator with strong relationship-building and decision-making... ...than half a million strong - driven by that same spirit to serve...For contractorsWork experience placementWork at officeLocal areaNight shift- ...leader in innovative wealth management, asset servicing... ...service. Senior Portfolio Advisor The Senior Portfolio... ...sensitive personal trust relationships and individual... ...proficiency and continuous growth in the utilization... ...execution of the Goals-Driven client experience,...Work experience placementH1bLocal areaWorldwideFlexible hours
- PNC Financial Services Group, Inc. in Traverse City, MI is seeking a Relationship Banker Business Specialist to grow consumer and business banking share under 2MM in revenue, delivering a differentiated client experience from onboarding to servicing. You will collaborate...
- ...built on deep expertise, strong relationships, and a commitment to... ...apart is our people. As a values-driven organization, we foster a culture... ...where collaboration thrives, growth is encouraged, and employees... ...and lenders, managing a portfolio of commercial mortgage loans...Contract workWork at officeLocal area
- Prosperity Bank in Richardson, TX seeks a Commercial Lender (Full Time) to grow and retain profitable relationships by delivering value-added financial solutions. You will be a fully experienced relationship manager with strong credit process knowledge, able to handle independent...Full time
- ...Relationship Banker - Midwood Financial Center Brooklyn, New York To proceed with your application, you must be at least 18 years... ...power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders...Work at officeFlexible hoursShift workWeekend workDay shift
Bank of America
Brooklyn, NY3 days ago - ...excellence across product lines.As a Product Portfolio Operations Manager in Consumer Bank... ...ambiguous, fast‑moving environments.Excellent relationship-building skills, with ability to... ...the U.S. in credit card sales and deposit growth and have the most-used digital solutions...Work at officeShift work
$250k
...of superior technology and exceptional, driven talent. Neither delivers lasting results... ...learning tools—all purpose-built to give portfolio managers a decisive information and execution... ...expanding your capabilities Career growth without ceilings — Scale your mandate, expand...Immediate startScout Group LLC
Jersey City, NJ16 days ago$50k - $85k
...goals - we also help our advisors and employees reach... ...Group A Private Wealth Advisory Practice of... ...Washington. Are you relationship-driven and seeking a long-term... ...contributing to the continued growth and continuity of the... ...and provide ongoing portfolio guidance Translate...Full timePart timeTraineeshipPrivate practiceWork at officeMonday to Friday- ...Bank Group in New York, NY offers a Financial Advisor role as part of a structured three-year program focused on wealth management. You will provide financial... ...to TD Wealth clients, while building trusted relationships and delivering tailored advice. The role emphasizes...
- ...by driving Responsible Growth and delivering for our... ...a Financial Solutions Advisor Stage I (FSA I), your... ...building and managing client relationships to considering a... ...within a portfolio of clients. As a successful... ...Demonstrates a results‑driven mindset while prioritizing...Work at officeImmediate startFlexible hours
- A Wealth Advisor plays a pivotal role in managing and growing relationships with high-net-worth clients. As a Wealth Advisor, you will... ...base, achieving annual growth objectives through new business... ...regularly reviewing and adjusting portfolios. Stay informed about industry...Work at office
$112.5k - $160k
...around the globe, we are a high-growth, entrepreneurial firm looking... ...memos; ability to present data-driven insights in a clear, succinct,... ...service Knowledgeable about the relationship between private equity sponsors and their portfolio companies, particularly within...Work at officeLocal areaRemote work2 days per week$50k
...clients and 20,000 financial advisors across the U.S. and Canada, we... ...Responsibilities Build relationships to create new clients via face... ...to your earning potential and growth, and your compensation is tied... .... Financial advisors are driven by performance, and we ensure...Work at officeWork from homeHome officeFlexible hoursEdward Jones
Jersey City, NJ5 days ago- ...this by driving Responsible Growth and delivering for our clients... ...all aspects of discretionary portfolio management including asset allocation... ...risks Develops meaningful relationships with clients, while... ...services firm, most likely in a wealth management, private banking and...Work experience placementWork at officeFlexible hoursShift workDay shift
- ...days ago Requisition ID: 1485 The Senior Portfolio Manager | Asset-Based Lending is a... ...management, and risk oversight of complex ABL relationships. This individual will partner closely... ...internal stakeholders to support the growth and management of the Bank’s asset-...Full timeBank staffSeasonal workWork at officeMonday to Friday
- ...scalable decision-making in a fast-paced environment. This hybrid role requires collaboration across Accounting and business partners, building trusted relationships and developing data-driven insights to guide leadership on key metrics. #J-18808-Ljbffr Salesforce, Inc.
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Advisor: Relationship-Driven Portfolio Growth. Be the first to apply!
Related searches
- associate leveraged finance Brooklyn, NY
- financial planning assistant Brooklyn, NY
- financial counselor Brooklyn, NY
- financial advisor development program Brooklyn, NY
- associate corporate finance Brooklyn, NY
- private wealth advisor Brooklyn, NY
- entry level financial advisor Brooklyn, NY
- financial advisor Brooklyn, NY
- financial advisor training program Brooklyn, NY
- work from home financial advisor Brooklyn, NY