Portfolio Advisor

Company OverviewHall Capital Partners is an independent investment advisor and Outsourced Chief Investment Office that builds and manages global investment portfolios for families, endowments, and foundations. Our clients have made significant contributions to business, philanthropy, government, academia, and society. As a key member of our team, you will...

About the RoleWe are seeking a seasoned Commercial Lawyer Advisor to join our team at Legalist. In this role, you will lead the monitoring of our growing portfolio of litigation finance investments.This is a front-office position for someone looking to apply legal skills to managing a large number of investment positions. The ideal candidate will have...

Innovations PSI is seeking a Senior Investment Advisor to serve as the primary point of contact for high-net-worth clients.The ideal candidate will have experience in managing multi-asset class portfolios and creating detailed financial plans.This role involves serving as the primary contact for ~100 clients, handling client communications and relationship...

Career Overview">CIBC is building a relationship-oriented bank for the modern world. We are seeking talented, passionate professionals who are dedicated to delivering exceptional client experiences.The Senior Client Service Associate executes complex transactions supporting high net worth client portfolios, researching client inquiries and issues to...

Company Overview:About BlackRock ServicesWe help clients customize portfolios for unique tax, values-alignment, or investment exposures across direct indexing, fixed income, active equity, and multi-asset. We deliver world-class service to all of our clients, from wealth advisors to family offices to endowments and foundations.Our platform is called Arya and...

About the RoleThe Wealth Management Fellowship at Corient is designed to provide transitioning Active-Duty Military with the skills and knowledge needed to excel in the wealth management industry. This unique opportunity allows fellows to work closely with our team of experts while continuing to receive military compensation and benefits.Key...

In this role as a Premier Licensed Financial Advisor, you will serve as the primary client contact for a portfolio of mass affluent clients. You will be responsible for uncovering their financial needs and providing meaningful solutions, while also building strong relationships and delivering exceptional customer service.The successful candidate will have a...

Job OverviewTides Advocacy is a leading organization in the field of social justice and democracy. We are seeking an experienced Strategic Client Advisor to join our team.The successful candidate will provide high-level strategic, financial, and organizational guidance to grantmaking entities and organizations for social impact and mission success. This role...

Nurix Therapeutics is a pioneering biopharmaceutical company driving innovation in targeted protein degradation. We're seeking a Chief IP Advisor to spearhead our intellectual property strategy.Key Responsibilities:Strategic IP Guidance:Develop and execute comprehensive IP strategies.Lead cross-functional teams to drive business objectives.Intellectual...

Citi Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. Our unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank, operates in the affluent and high-net worth segments through Citigold and Citigold Private Client and captures wealth management in the...

About this roleThe Index Asset Allocation team is responsible for managing a large number of Equity, Fixed Income, and multi-asset fund of funds for Defined Benefit and Defined Contribution clients in the US and Canada.As an Investment Portfolio Manager, you will be expected to acquire new skills and apply them in order to improve fund performance, internal...

As a key member of our team, you will be responsible for providing dedicated service to clients in partnership with the Risk Advisor, managing a portfolio of clients independently. This role requires a deep understanding of each assigned client's needs, ensuring high-quality service and satisfaction across all accounts.">Key ResponsibilitiesCollaborate with...

Job SummaryWe are seeking a highly skilled Senior Client Advisor to join our team. As a key member of our commercial banking division, you will be responsible for providing expert advice and financial solutions to clients and prospects. Your primary focus will be on acquiring, deepening, and maintaining profitable relationships.You will manage a portfolio of...

This position offers a unique opportunity to work with a national insurance brokerage serving clients nationwide. As a Client Manager, you will be responsible for providing dedicated service to clients in partnership with Risk Advisors, managing client portfolios independently. Key responsibilities include developing marketing strategies tailored to clients'...

About Envision EducationEnvision Education is a nonprofit organization dedicated to transforming the lives of students, particularly first-generation college-bound students. With a focus on equity-driven and innovative educational experiences, our approach includes a unique Portfolio Defense model that emphasizes academic, leadership, and personal growth...

Wealth Management Advisors at Innovations PSI play a critical role in delivering exceptional service to our clients. This includes developing and implementing customized financial plans, managing client portfolios, and cultivating strong relationships with clients and internal teams.Key Qualifications:A CFP certification and 3-7 years of experience in...

Overview">We are a national insurance brokerage that services clients nationwide.">Salary and Benefits">The salary range for this role is $90,000 - $120,000 per year. In addition to competitive compensation, we offer an outstanding benefits package including educational assistance and a 401(k) plan with company match.">About the Role">This Jobot Job is...

Job DescriptionThe ideal candidate will possess 5+ years of experience in P&C or Specialty insurance, preferably in underwriting, operations, product, process, or systems. A consultative approach, excellent communication skills, and ability to nurture positive business relationships are essential. Strong business acumen, executive presence, and technology...

Job Title:Senior Wealth Management Consultant for Regional AdvisorsAbout the Role:We are seeking a highly experienced Senior Wealth Management Consultant to join our team as a Regional Advisor. As a key member of our advisory team, you will be responsible for providing expert wealth management advice and strategic insights to advisors within a designated...

At Stifel Financial, we are dedicated to fostering a culture where everyone belongs, thrives, and contributes to the success of our clients, their careers, and the firm as a whole. We strive to build strong relationships with venture capital backed founders and executives, investors, and industry advisors to drive deal flow and meet business objectives.About...