Senior Portfolio Manager

4 days ago


Henderson, Nevada, United States 3rd Delta Full time
Job Description

This Senior Wealth Advisor role at 3rd Delta involves coordinating with internal teams to execute client transactions, account maintenance, and financial plan updates. The ideal candidate will have a clean regulatory background, a minimum of 5+ years of experience in the industry, and a Bachelor's degree in Finance or a related field. A CFP certification is required.

Key Responsibilities:
  • Build and maintain strong, long-term relationships with existing clients
  • Foster trust and ensure client satisfaction to encourage retention and loyalty
  • Provide ongoing adjustments and recommendations based on changes in clients circumstances or financial markets
  • Ensure clients receive high-quality, personalized service by promptly responding to inquiries and requests.


  • Henderson, Nevada, United States Sunrise Senior Living Full time

    Sunrise Senior Living is a leader in senior care, championing quality of life for seniors and their families. We're seeking an experienced Senior Dining Services Manager to join our team.About the Role:As a Senior Dining Services Manager at Sunrise Senior Living, you will be responsible for providing exceptional dining experiences to our residents. Your...


  • Henderson, Nevada, United States Sunrise Senior Living Full time

    Role OverviewThe Dining Room Service Manager at Sunrise Senior Living is a key member of our team, responsible for delivering exceptional dining experiences to our residents.Job ResponsibilitiesLead by example in providing outstanding service to residents in the dining rooms and designated areas.Train and develop team members to ensure seamless delivery of...


  • Henderson, Nevada, United States Sunrise Senior Living Full time

    About this roleAs a Care Manager at Sunrise Senior Living, you will be part of a collaborative team dedicated to delivering exceptional care and services to seniors in our communities.This is a unique opportunity to make a positive impact on people's lives and become an integral part of our team!Job ResponsibilitiesWe're seeking a caring and compassionate...


  • Henderson, Nevada, United States Sunrise Senior Living Full time

    About Sunrise Senior LivingSunrise Senior Living has championed quality of life in senior care for over three decades. Our mission is to provide high-quality care with a personal touch, allowing our residents to enjoy life to the fullest.Compensation and BenefitsThe estimated salary range for this position is between $40,000 and $60,000 per year, depending...


  • Henderson, Nevada, United States Field & Main Bank Full time

    About Field & Main BankWe are seeking an experienced Senior Banking Operations Manager to join our team. In this role, you will be responsible for leading the day-to-day operations of a banking center, including managing retail staff, overseeing customer relationships, and promoting business development.Job DescriptionThe Senior Banking Operations Manager...


  • Henderson, Nevada, United States Maverick Helicopters Full time

    Job OverviewMaverick Helicopters is seeking a highly skilled Senior Financial Operations Manager to join our team. This is an exciting opportunity to work in a fast-paced environment and contribute to the company's success.Estimated Salary: $65,000 or DOE per year.Job ResponsibilitiesThe Senior Financial Operations Manager will be responsible for maintaining...


  • Henderson, Nevada, United States CenterWell Senior Primary Care Full time

    About UsCenterWell Senior Primary Care provides proactive, preventive care to seniors, including wellness visits, physical exams, chronic condition management, screenings, minor injury treatment and more.Our Unique ApproachWe go beyond physical health by addressing other factors that can impact a patient's well-being. Our integrated care teams, which include...


  • Henderson, Nevada, United States Sunrise Senior Living Full time

    About Sunrise Senior LivingSunrise Senior Living is a leading provider of senior living communities, dedicated to delivering high-quality care and services that enhance the lives of our residents. With over 30 years of experience, we've established a reputation for excellence in senior care.Competitive Salary Range:$40,000 - $60,000 per yearJob Description:...


  • Henderson, Nevada, United States Good Sportsman Marketing LLC Full time

    Job OverviewWe are seeking a highly skilled Senior Project Manager to join our team at Good Sportsman Marketing LLC. This individual will be responsible for leading the development of outdoor gear products, focusing on fishing equipment.Key Responsibilities:Project Planning and Execution: Develop and execute project plans, ensuring timely completion and...


  • Henderson, Nevada, United States Sunrise Senior Living Full time

    About the RoleWe are seeking a compassionate and dedicated Care Manager to join our team at Sunrise Senior Living. As a key member of our care-focused environment, you will provide exceptional care and services to a consistent group of residents and their families in our assisted living and reminiscence neighborhoods. ResponsibilitiesBuild meaningful...


  • Henderson, Nevada, United States Sunrise Senior Living Full time

    About the Role: Sunrise Senior Living is a leader in senior care, providing a supportive and inclusive environment for our residents. As a Caregiver Specialist, you will play a vital role in ensuring the highest level of quality care and services are delivered to our assisted living and reminiscence neighborhoods.About You: To be successful in this role, you...


  • Henderson, Nevada, United States Sunrise Senior Living Full time

    At Sunrise Senior Living, we're passionate about providing exceptional care to our residents.">">Sunrise Senior Living has been a leader in senior care for over 30 years. Our team members are our greatest resource, and we're looking for individuals who share our commitment to delivering high-quality care.We offer a supportive work environment where you can...


  • Henderson, Nevada, United States Walker Elliott Full time

    **About the Opportunity**Walker Elliott is seeking a seasoned professional to join our team as a Senior Manufacturing Operations Manager. This role reports directly to the VP of Manufacturing and is pivotal in overseeing engineering projects across our manufacturing, warehousing, and administrative facilities.Key Responsibilities: Direct and manage assigned...


  • Henderson, Nevada, United States Mortgage Benefits Full time

    Job SummaryWe are seeking a Senior Growth Development Manager to join Mortgage Benefits, a leading provider of innovative solutions. This role focuses on driving client success and business growth through strategic planning and customized solutions.Key Responsibilities:Collaborate with clients to assess their goals and challenges, identifying opportunities...


  • Henderson, Nevada, United States Sunrise Senior Living Full time

    About the RoleWe are seeking an experienced Maintenance Coordinator to join our team at Sunrise Senior Living. As a key member of our facilities operations, you will play a crucial role in maintaining a safe, clean, and comfortable environment for our residents.The ideal candidate will have a strong understanding of building systems and related code...


  • Henderson, Nevada, United States GTN Technical Staffing Full time

    Job OverviewThe Senior Help Desk Specialist will serve as the lead help desk specialist providing administrative and technical guidance, training, and support to other help desk personnel. This individual will assist with help desk activities, tickets, problem discovery, resolution, and management of the help desk ticketing system.Key...

  • Senior Cost Manager

    3 days ago


    Henderson, Nevada, United States Turner & Townsend Full time

    Job OverviewTurner & Townsend is seeking a seasoned Data Center Construction Project Lead to support our client's retrofit/upgrade program. As a key member of our team, you will be responsible for providing cost management services and ensuring the project stays on track. With a strong background in construction management and excellent communication skills,...


  • Henderson, Nevada, United States CONTINENT SEA LOGISTICS INC Full time

    About the RoleCONTINENT SEA LOGISTICS INC is seeking an experienced Senior Accountant to join our team as an Accounting Operations Manager. This role will play a critical part in maintaining the company's financial stability and growth.Key ResponsibilitiesFinancial ManagementManage and oversee the preparation of financial statements, including balance...


  • Henderson, Nevada, United States C and C Roofing Full time

    Job Title: Senior Roofing SupervisorC and C Roofing is seeking an experienced Senior Roofing Supervisor to join our team. This role will oversee the day-to-day operations of a commercial roofing crew, ensuring projects are completed efficiently and to the highest standards.About the RoleThis position involves supervising a team of laborers and roof...


  • Henderson, Nevada, United States Raymond Search Group Full time

    Role OverviewThis senior HVAC position offers a unique opportunity to excel in a fast-paced environment.Responsibilities:Oversee and coordinate all aspects of HVAC projects.Direct field labor to achieve project objectives.Develop and maintain effective working relationships with General Contractors.Requirements:Proven experience in HVAC project...