Portfolio Analyst — Wealth Management & Asset Insights
SupportFinity™
Lenox Advisors is seeking a Portfolio Analyst to support Asset Managers and the SVP of Asset Management on client portfolios, asset allocation, and investment due diligence. You will help quantify risk, analyze performance, and contribute to strategy discussions using our planning software. The role emphasizes accuracy, communication with internal and external clients, and collaboration across committees and trading activities to improve portfolios and deliver insights for pitches and reviews. #J-18808-Ljbffr SupportFinity™
- ...together sophisticated solutions in wealth management and insurance services to high-... ...please visit: Job Summary The Portfolio Analyst will work closely with our Asset Managers and the SVP of Asset... ...Managers) valuable analysis and insights into prospects and existing client...Asset
- ...Institutions Division (FID), you'll join a Top 12 program managing over $2.8 billion in client assets. Our advisors average $575,000 in GDC. Our structure... ...Insurance solutions. About the Role: A Senior Wealth Advisor is an experienced financial professional who can...AssetImmediate start
$85k - $145k
...planning, investment management, business management,... ...up to $70 billion in assets. The Barron's top RIA... ...Job Summary: The Wealth Advisor focuses on deepening... ...a team of experts in portfolio management, financial... ..., Chartered Financial Analyst (CFA), Chartered Investment...AssetTemporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours- ...finance industry together. Schwab Wealth Advisory is a fee based, non‑... ...and address foundational portfolio needs. This role is ideal for... ...success. Through our Wealth Management Institute, mentorship, and ongoing... ...relationship management, asset allocation, risk awareness,...AssetWork at office
$90k - $100k
...in Walnut Creek, CA , is seeking a skilled CRE Real Estate Analyst (Asset Management and Acquisitions) to join our client’s team. BAY AREA... ...over $1 billion in gross assets, this firm holds a diverse portfolio of 5+ MSF across Western markets. The role offers a unique...Asset$50 - $60 per hour
...progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Advantages of contracting with us: You'll be able to choose which projects you want to work...Hourly payContract workFor contractorsWork experience placementRemote work- ...seeking a Senior Relationship Manager to expand our Northern... ...approximately $2.1 trillion in assets. We provide a diversified set... ...and Investment Banking, and Wealth & Investment Management. Wells... ...largest corporations. News, insights, and perspectives from Wells...AssetFull timeWork experience placementLocal area
- ...and digital tools to help them manage their finances with confidence... ...$2.1 trillion in assets. We provide a diversified set... ...Corporate and Investment Banking, and Wealth & Investment Management. Wells... ...s largest corporations. News, insights, and perspectives from Wells Fargo...AssetFull timeWork experience placementFlexible hours
- ...and digital tools to help them manage their finances with confidence... ...$2.1 trillion in assets. We provide a diversified set... ...Corporate and Investment Banking, and Wealth & Investment Management. Wells... ...s largest corporations. News, insights, and perspectives from Wells Fargo...AssetFull timeWork experience placementFlexible hours
- ...Merrill Wealth Management in Walnut Creek is seeking a Financial Advisor for their Advisor Development Program. This role involves identifying client needs, building relationships, and providing personalized investment recommendations. The ideal candidate will possess...
- ...responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial... ...client experience Generate business results and acquire new assets, both from existing client base and new client acquisition...AssetTemporary workWork experience placementLocal area
$80k - $100k
...practice-based solutions to maximize their wealth potential and drive better financial... ...bring together tax, accounting, wealth management, insurance, and legal services under one... ...the ecosystem. Earned manages $3.4B+ in assets, serves more than20,000 clients, and is...AssetApprenticeshipLocal area$85k - $100k
...Opportunity The Land Acquisition Analyst supports our Land Acquisition... ...researching, analyzing, and managing land data to optimize the value of current and potential assets. This role plays a key part in... ...analytical skills and market insights to drive impactful decisions...AssetFull timeWork at officeWork from home- ...As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial... ...focus on relationship management, not portfolio management Demonstrate a deep understanding... ...combined business has ~$400 billion in assets under management and ~4,000 advisors...Asset
$66.56k - $80k
...Wealth Advisor LPL Financial collaborates with banks to provide a comprehensive suite of financial services tailored to their clients... .... Dedicated to meeting the banking, lending, and wealth management needs of its clients, Mechanics Bank is deeply committed to giving...Work at officeLocal area$60k - $120k
EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $44.1 billion AUM as of March 31, 2026, serving predominately high net worth individuals... ...with advisory team internal team members including portfolio management, operations and financial planning on...Temporary workWork at officeImmediate startFlexible hours- ...responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial... ...client experience Generate business results and acquire new assets, both from existing client base and new client acquisition...AssetTemporary workWork experience placementLocal area
- ...our team at the Walnut Creek corporate office.About UsStoragePRO Management is the nation's leading independent management company... ...continues to see strong revenue and NOI growth, along with substantial asset value increases from our partners.What It's Like to Work...AssetWork at office
- Charles Schwab is seeking a Sr. Manager, Wealth Advisor in Walnut Creek, California to manage client relationships and deliver personalized investment guidance. This role emphasizes a relationship-driven environment, where you’ll collaborate with a dedicated advisory team...
- ...Founded in 1989, Burton Enright Welch (BEW) is an independent, fee-only financial planning and investment management firm in Walnut Creek, CA with over $1 billion in assets under management. BEW seeks a Financial Planning Associate who is eager to learn, intellectually...AssetWork at office
- ...to offer the best investment solutions to meet their financial needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client service, operational marketing and administrative support to Private Client Advisors within Wealth...
- As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client service, operational marketing and administrative support to Private Client Advisors within Wealth Management. Job Responsibilities Support Advisors book of business including...
- ...Private Client Advisors. You'll facilitate operational requests, manage client relationships, and assist in compliance requirements. To... ...Insurance license are essential. Join a dynamic team and contribute to wealth management strategies. #J-18808-Ljbffr JPMorgan Chase & Co.
- JPMorganChase is seeking a Private Client Investment Associate to provide client service and operational support within their Wealth Management division. Responsibilities include supporting Advisors with operational requests, building client relationships, engaging in risk...
- ...exercising sound judgment and managing risk in line with policies... ...approximately $2.1 trillion in assets. We provide a diversified set... ...and Investment Banking, and Wealth & Investment Management. Wells... ...largest corporations. News, insights, and perspectives from Wells...AssetFull timeWork experience placement
$185k - $300k
...seeking a Senior Lead Product Manager (Senior Lead Artificial... ...approximately $2.1 trillion in assets. We provide a diversified set... ...and Investment Banking, and Wealth & Investment Management. Wells... ...largest corporations. News, insights, and perspectives from Wells...AssetFull timeWork experience placementRelocation package- ...seeking a Senior Digital Product Manager to help define, scale, and... ...adoption metrics, customer insights, platform utilization, and business... ...$2.1 trillion in assets. We provide a diversified set... ...and Investment Banking, and Wealth & Investment Management. Wells...AssetFull timeWork experience placement
$150k - $185k
...meaningful improvements. You aren’t just managing campaigns; you are building an AI‑... ...yourself: spotting anomalies, identifying insights, and turning them into actionable improvements... ...of high‑performing static and video assets. Stay at the forefront of Alpha and Beta...AssetWork at office$36 - $40 per hour
...RH we believe deeply that the "right" people are our greatest asset. We value people with high energy, who possess the ability to energize... ...exceptional attention to detail ~ Results-driven ~ Gains insights from mistakes, seeks constructive feedback from colleagues and...AssetHourly payFull timeWork at officeLocal area$63.3k - $117.2k
...Diamond Blvd. Job Family Group: Wealth Sales & Service Provides... ...solutions through the sales of managed products and services (e.g. mutual... ...performance targets for new asset sales, joint appointments, fee... ...data and information to provide insights and recommendations. Monitors...AssetLocal area
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