Senior Wealth Advisor - Remote UHNW Portfolio Mgmt
The Vanguard Group
- Remote job
The Vanguard Group in Florida seeks a Wealth Advisor to serve ultra-high-net-worth clients with tailored financial planning and investment guidance. As part of Vanguard's Personal Wealth division, you will onboard clients, manage a book of business, and collaborate across teams to deliver comprehensive strategies including estate planning, tax considerations, and trusted advisory services. This remote role requires CFP and relevant licenses. #J-18808-Ljbffr The Vanguard Group
$175k - $225k
Lazard Ltd, based in New York, is looking for a Portfolio & Wealth Advisor to enhance client relationships and financial planning. This role emphasizes proactive communication and investment strategy development for ultra high-net-worth clients. The successful candidate...Senior$80k - $100k
A financial services firm seeks a Senior Operations Analyst (RIA) in Charlotte, NC, with a focus on portfolio management and reporting. Candidates should have 4-5+ years of experience in a similar environment, strong Excel skills, and the ability to collaborate effectively...Remote jobSenior$114.5k - $194.7k
Northern Trust is seeking a Portfolio Advisor based in Chicago, IL, to manage investment activities for high net worth clients. The role involves developing tailored investment strategies and working closely with clients and client-facing teams to ensure their objectives...Senior$170k - $210k
Why Work at Mercer Advisors?For more than 40... ...methodology here.Regis UHNW Team: Our Regis... ...challenges. Regis Wealth Advisors work hand... ....Job Summary:The Senior Wealth Advisor focuses... ...of experts in portfolio management, financial... ...a combination of remote and office work in...Remote workSeniorTemporary workWork at officeLocal areaMonday to FridayFlexible hours- U.S. Bank is seeking a Private Wealth Advisor to lead a team of trust, banking and investment professionals around high net worth clients.... ...investment products. Hybrid/flexible scheduling with in-office days and remote work options is offered. #J-18808-Ljbffr U.S. BankRemote workSeniorWork at officeFlexible hours
- ...qualifications.Job Summary The Sr Strategy & Portfolio Management Analyst will be responsible... ...and work up to two (2) days a week remotely, as business needs allow. ResponsibilitiesSupports... ...SupplementRequisition ID5240- Posted07/30/2026-United States-Texas-Houston-PROJ_MGMT-Remote workSeniorWork at officeLocal area2 days per week
$90k
...and loan performance, utilizing a scalable portfolio monitoring infrastructure. This role... ...Prepare appropriate and timely reporting to senior management on borrower and portfolio performance... ...while certain positions may allow for remote work through the use of technology at...Remote workSeniorWork at office- ...Stanley in New York is seeking an experienced OCIO Wealth Management professional to build and manage UHNW client portfolios. You will oversee asset allocation, manager... .... You will collaborate with internal advisors and the business development team to win new assets...SeniorWork at office
- ...Financial Services client is seeking a Senior Wealth Advisor to join their rapidly growing Fintech,... ...role is for you if you thrive in a remote-first environment, seek collaboration... ...strategy, including asset allocation and portfolio oversight. Coordinate with third...Remote workSenior
- ...seeking a dynamic and entrepreneurial minded Senior Wealth Advisor focused exclusively on new business... ..., and converting ultra-high-net-worth (UHNW) prospective clients into long-term... ...programsHybrid work environment: 60% in office, 40% remote for most positionsPaid time off and...Remote workSeniorTemporary workWork at office
- A staffing firm in Livonia, MI is seeking a full-time Senior Wealth Management Advisor. This hybrid role involves providing comprehensive wealth... ...relationships, develop tailored financial strategies, and conduct portfolio reviews to ensure client satisfaction. #J-18808-Ljbffr...Remote jobSeniorFull time
- ...Join Vanguard as a Wealth Advisor Are you a Certified Financial Planner (... ...Vanguard is seeking Wealth Advisors and Senior Wealth Advisors for remote opportunities available to... ...will provide advice using ongoing portfolio management solutions targeting clients...Remote workSeniorLocal area
- ...Prosperity is a leading wealth management company dedicated... ...EisnerAmper Company is seeking a Senior Wealth Advisor to join our wealth... ...Philadelphia office and two days remote. What it Means to Work for... ...assets under management and portfolio management). Client meeting...Remote workSeniorWork at officeLocal area
- ...experienced and motivated Senior Financial Advisor to join our team. The ideal... ...expected to manage and grow a portfolio of high-net-worth clients,... ...Flexible schedule Remote work Guaranteed base salary... ...client meetings throughout the wealth planning process to...Remote workSeniorLocal areaFlexible hours
- ...with experienced, independent Financial Advisors who want to own and grow their practice... ...partnership is a fit for advisors who thrive in a remote-first, collaborative environment and... ...across: Investment strategy and portfolio construction Tax-aware planning Retirement...Remote workSenior
- OverviewUnited Community is seeking a highly experienced Portfolio Manager Senior to oversee and manage a portfolio of large commercial credits... ...criminal background & credit checkThis is a full-time, non-remote positionFLSA StatusExemptReady to take your career to the next...Remote workSeniorFull timeLocal area
$170k - $210k
...Why Work at Mercer Advisors? For more than 40 years, Mercer Advisors... ...Job Summary: The Senior Wealth Advisor focuses on deepening... ...platform and a team of experts in portfolio management, financial... ...schedule with a combination of remote and office work in a...Remote workSeniorFull timeTemporary workWork at officeLocal areaMonday to FridayFlexible hours- ...Huntington Commercial Bank is seeking a Senior Commercial Portfolio Manager - Equipment Finance in Waterloo, Iowa. This role involves analyzing... ...experience. A flexible work arrangement may be available, combining in-office and remote work opportunities. #J-18808-Ljbffr...Remote workSeniorWork at officeFlexible hours
- ...Huntington Bank is looking for a Portfolio Manager III to manage and deepen customer relationships while mitigating business risks. This role requires a Bachelor’s degree and over 12 years of relevant experience in a commercial banking environment. You will oversee a commercial...Remote workSenior
- Texas Regional Bank is seeking a Senior Advisor in Trust & Wealth Management, based in Dripping Springs, TX. You will design and monitor discretionary investment portfolios, work with bankers and trust officers, and develop new business across the Dripping Springs and Hill...Senior
$95k - $110k
...multi-asset capabilities to individuals, advisors, institutions, and retirement plan... ...ways that matter to you. Role Summary This Portfolio Investment Analyst (PIA) resides within... ...of: Maryland, Colorado, Washington and remote workers$95,000.00-$110,000.00 for the location...Remote workSeniorFull timeLocal areaWork from home1 day per week- Meeder Investment Management, a leading firm in Dublin, Ohio, is seeking an experienced Senior Financial Advisor to support clients in managing their investment portfolios. The ideal candidate will have a strong background in financial advisory, excellent communication...Senior
- Texas Regional Bank seeks a Trust & Wealth Management Senior Advisor based in San Marcos or the Texas Hill Country. You will partner with bankers and trust officers to design and monitor discretionary portfolios, communicate long‑term investment strategies to clients, and...Senior
- A growing wealth management firm in Dallas is seeking an experienced wealth advisor to coordinate investment and planning services for UHNW clients. The ideal candidate will have at least 10 years of client advisory experience, strong communication skills, and a proactive...Senior
$95k - $110k
...multi-asset capabilities to individuals, advisors, institutions, and retirement plan... ...ways that matter to you. Role SummaryThe Senior Portfolio Investment Analyst (PIA) resides within... ...of: Maryland, Colorado, Washington and remote workers$95,000.00-$110,000.00 for the location...Remote workSeniorFull timeLocal areaWork from home1 day per week- Seven Springs Wealth Group in Nashville seeks a Wealth Advisor to join the flagship team, working closely with the CEO. You will provide holistic wealth... ...modeling, cross‑entity coordination, and strategic planning across portfolios. #J-18808-Ljbffr Seven Springs Wealth GroupSenior
- ...working on several exciting LONG/SHORT EQUITY PORTFOLIO MANAGER mandates for locations across... ...HONG KONG, SINGAPORE, SAN FRANCISCO, or REMOTE. All highly qualified PMs & Teams will... ...if interested in learning more! Seniority level Executive Employment type Full-time...Remote workSeniorFull timeRelocation package
- FineMark Bank & Trust, a division of Commerce Bank, seeks an experienced investment professional to manage client portfolios and build trusted relationships. You will design tailored investment plans, monitor performance, and align strategies with fiduciary guidelines...Senior
- Texas Regional Bank seeks a Senior Advisor, Trust & Wealth Management in Austin, TX. The role leads discretionary portfolio design, performance monitoring, and client lifecycle support, collaborating with bankers and wealth teams to grow client relationships. The ideal...Senior
- Northern Trust Corp is seeking a Senior Portfolio Advisor II in Palm Beach, FL, to manage a full set of fee-producing accounts, including large... ...leadership, relationship management, and continued growth within Wealth Management practices, requiring a deep understanding of...Senior
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Wealth Advisor - Remote UHNW Portfolio Mgmt. Be the first to apply!
- international financial advisor Miami, FL
- financial advisor Miami, FL
- financial associate Miami, FL
- estate planning consultant Miami, FL
- associate leveraged finance Miami, FL
- financial advisor associate Miami, FL
- financial planning associate Miami, FL
- financial planning assistant Miami, FL
- finance associate Miami, FL
- financial counselor Miami, FL


