Senior Portfolio Advisor - Wealth Management
Northern Trust
A leading financial institution in Phoenix, AZ is seeking a Portfolio Advisor to manage investment activities for personal trusts and individual portfolios. The ideal candidate will have 6-8 years of investment experience and a strong knowledge of investment management strategies. Responsibilities include analyzing client needs, developing investment strategies, and collaborating with a client service team to achieve goals. This role offers a collaborative work culture with opportunities for professional growth. #J-18808-Ljbffr
- ...Northern Trust Corp in Phoenix, AZ is seeking a Sr. Portfolio Advisor to manage investment activities for major high net worth accounts. This role requires a minimum of 8 to 12 years of investment experience and expertise in portfolio management. You will develop and implement...SeniorFlexible hours
$48k - $100k
A leading financial institution is seeking an Experienced Financial Advisor in Phoenix, Arizona, to deliver comprehensive wealth management services. The role requires at least 5+ years of experience with a portable practice of minimum $1MM in production. Responsibilities...Senior- ...is searching for an experienced individual to oversee its investment team in Scottsdale, Arizona. This role involves managing complex client portfolios and building meaningful client relationships through comprehensive investment planning. The ideal candidate will have...Senior
- Investment Advisor II As an Investment Advisor II within PNC Wealth Management, you will be based in Pittsburgh, PA, at the Tower at PNC Plaza, or in New Braunfels,... ...Effective Communications, Investment Consulting, Portfolio Management, Products and Services, Value Selling...SuggestedFull timeTemporary workWork experience placementWork at office
- ...Banker III in Scottsdale, AZ. This role focuses on managing and expanding a lending portfolio while acting as a trusted advisor to clients. Candidates should bring a strong... ...internal partners to provide comprehensive wealth management services. We offer a competitive salary...Senior
- ...Scottsdale, AZ is seeking an SVP, Relationship Banker III to manage and expand our lending portfolio. The ideal candidate will have extensive experience in... ...with internal teams to offer comprehensive wealth management services. We offer a competitive salary plus...Senior
- Charles Schwab is seeking a Sr. Manager, Wealth Advisor in Phoenix, Arizona. In this role, you will provide clients with personalized investment... ...engage in mentoring junior advisors and focus on complex portfolio management. This opportunity emphasizes ongoing client relationships...Senior
- A leading wealth management firm seeks a Private Wealth Advisor to manage and oversee client investment portfolios and relationships. The ideal candidate will have over 15 years of experience managing investments, strong leadership skills, and a proven ability to cultivate...Senior
$121.27k - $170k
...place to do it! What You’ll Do Build and manage client relationships (new + existing) Lead... ...Support financial planning and portfolio management Collaborate with team and Investment... ...oriented, self-starter mindset Knowledge of RIA/wealth management operations Why You’ll Love...SeniorWork at officeRemote workFlexible hours$100k - $350k
...successful, nationally recognized Wealth Management Team, is seeking to add a Senior Wealth Management Client... ...clients while supporting senior advisors in the delivery and execution of... ...relationships, financial planning, and portfolio execution, and prefers to operate...SeniorTemporary workFlexible hours- ...Financial Advisor At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are... ...the company's success. As a Financial Advisor within PNC Wealth Management, you will be based in Phoenix, AZ. Financial Advisors are...Full timeTemporary workPart timeWork experience placementWork at office
- ...Senior Wealth Manager Lido Advisors is a growing and established wealth management firm seeking an experienced Senior Wealth Manager to join our... ...Anticipate client needs, resolve inquiries, and ensure client portfolios remain aligned with their financial objectives....SeniorFlexible hours
- ...Liberty Mutual Insurance is seeking an experienced Underwriter in Phoenix, Arizona, to manage broker portfolios, support product development, and analyze performance. This role demands 7–10 years of progressive underwriting experience and a degree in Business. The successful...Senior
$50k - $70k
LPL Financial LLC is seeking a Financial Advisor to join TruStage Wealth Management. This role allows you to help clients with financial solutions and leverage the credit union's referral system while working remotely in Phoenix, Arizona. Applicants must have Series 7...Remote job$64.2k - $116.4k
...annual planning, financial performance management, engagement margin improvement, and investment... ...The opportunity As a Mercury Business Advisor Senior Associate, you will join the internal... ...financial advisor to an assigned portfolio of partners, ensuring high standards of...SeniorSummer holidayFlexible hours- ...Beacon Pointe in Arizona is looking for experienced Senior Wealth Advisors to provide comprehensive wealth management advice. This role requires building long-term relationships with clients, partnering with high-net-worth individuals and families, and leveraging a strategic...Senior
$122.54k - $208.72k
...City National Bank is looking for a dedicated Portfolio Manager III specializing in Hospitality. This role will manage a subset of existing Hospitality credits and partner in originating new credits. Responsibilities include thorough credit recommendations and mentoring...Senior- ...Ernst & Young Oman is seeking a Senior Analyst in Phoenix, Arizona, to deliver tax compliance and consulting services within their Financial... ...practice. This role involves supporting client relationships, managing team deliverables, and providing leadership to staff. Ideal...Senior
- ...The Vanguard Group is looking for a Wealth Planning Consultant, Senior Specialist in Scottsdale, AZ. In this pivotal role, you will provide advanced... ...other team members while collaborating with financial advisors to enhance client experiences. A graduate degree and extensive...Senior
- ...Northern Trust Corp is looking for a Sr Relationship Advisor to manage a sophisticated account base of wealth management clients in Scottsdale, AZ. The ideal candidate will possess extensive knowledge of fiduciary financial products and services, and have a proven track...SeniorFlexible hours
- ...A leading financial services firm in Phoenix is seeking an experienced Financial Advisor to build and maintain wealth management relationships. The ideal candidate will cultivate client relationships, prospect for new business, and provide advisory services to meet clients...Senior
- ...accordance with company policies.): Senior IT Business Analysis Specialist We... ...products after agreement with client and manager. Handle delivery for Application Development... ...; Managing financials and budget for portfolio by projecting forecasts, tracking...SeniorFull timeWork at officeLocal areaRemote workFlexible hours3 days per week1 day per week
- Cardata, based in Arizona, is seeking a Relationship Manager & Servicing Advisor to manage financial planning for affluent households without business... ...service efficiency. Join a collaborative team and contribute to a new era in wealth management. #J-18808-Ljbffr CardataSenior
- King's Insurance Staffing is seeking a Senior Wealth Management Client Associate in Phoenix, Arizona. This role focuses on building and maintaining... ..., assisting with financial planning, and supporting senior advisors in investment strategies. Candidates should have 3 to 7...Senior
- Join a forward-thinking financial services firm as a Private Wealth Advisor, where your expertise will directly impact the financial success... ...long-term relationships. If you are passionate about wealth management and eager to make a difference, this position is designed for...Senior
- A financial services firm in Phoenix, AZ, is seeking a Business Development Wealth Advisor to drive client relationships, manage wealth planning, and collaborate with CPAs. The ideal candidate will have 10-15 years of experience in client-facing environments and be proficient...SeniorFull time
$180k - $200k
National Bank of Arizona is looking for a Wealth Planning Strategist in Phoenix, AZ, focusing on providing personalized financial planning and wealth management services to affluent clients. The ideal candidate must have over 10 years of experience in financial and estate...Senior$145k
Nelnet is seeking a Senior Manager for Product Portfolio Management in Phoenix, AZ. The role involves leading and scaling product lines, executing go-to-market strategies, and ensuring operational performance. Candidates should possess a Bachelor's degree, 5-7 years of...Senior- A leading global financial services firm is seeking a Private Banker to provide holistic wealth management solutions to clients. The role involves managing client relationships, advising on balance sheet aspects including investments and financial strategies, and generating...Senior
- Mark-Taylor, Inc. is looking for a Senior Portfolio Accountant to join their corporate team in Scottsdale, Arizona. The role involves preparing financial operating statements, managing cash flow, and ensuring accuracy in financial reporting. Candidates should have a B.S...Senior
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