Senior Investment Advisor & Client Portfolio Lead
Listed on 2026-10-06
-
Finance & Banking
Financial Sales, Financial Advisor / Consultant, Portfolio & Asset Management, Wealth Management
Dollar Bank seeks a VP, Investment Executive to provide discretionary investment guidance to business and individual clients, covering equities, fixed income, managed accounts, commodities and alternatives.
You will build and maintain long-term relationships with a portfolio of financially successful clients, collaborating with firm personnel to deliver superior service across the client’s financial life.
The Senior Investment Advisor & Client Portfolio Lead position in the Finance, Sales field is open for applications.
Please review the full job details above before applying.
If your experience matches this role, we encourage you to apply.
All applications are reviewed carefully by our team.
The position is based in Cleveland, OH, United States.
This opportunity is part of our work in Finance, Sales.
The advertised compensation is 120..
We aim to respond to suitable candidates as soon as possible.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).