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Senior Portfolio Advisor High-Net-Worth Clients
Job in
Chapel Hill, Orange County, North Carolina, 27517, USA
Listed on 2025-11-29
Listing for:
Investors Title Insurance Company
Full Time
position Listed on 2025-11-29
Job specializations:
-
Finance & Banking
Portfolio Manager
Job Description & How to Apply Below
A financial services firm in Chapel Hill is seeking a Portfolio Advisor to work with high-net worth clients and develop investment strategies. The role involves managing client relationships, monitoring portfolios, and working towards sales goals. Candidates should have over 7 years in portfolio management, excellent communication skills, and a college degree. This position offers a supportive culture along with training and development opportunities.
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Position Requirements
10+ Years
work experience
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