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Portfolio & Asset Management job search Durham NC
Portfolio & Asset Management Jobs in Durham NC
1 day ago
1.
Senior Wealth Advisor for High‑Net‑Worth Clients
Finance & Banking (Wealth Management, Portfolio & Asset Management)
Jobtailor in the United States seeks an experienced relationship manager to oversee a moderately complex affluent client portfolio across...
Senior Wealth Advisor for High‑Net‑Worth Clients JobListing for: Jobtailor |
2 days ago
2.
Senior Wealth Planner: Client Strategy & Growth
Finance & Banking (Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management)
Corient is seeking an Associate Wealth Advisor to support high‑net‑worth clients through comprehensive financial planning. The role...
Senior Wealth Planner: Client Strategy & Growth JobListing for: CI Financial |
4 days ago
3.
Wealth Strategy Consultant — Grow Client Portfolios
Finance & Banking (Financial Advisor / Consultant, Wealth Management, Portfolio & Asset Management, Financial Sales)
Wealth Bridge Financial Group in North Carolina is seeking a results - oriented Financial Consultant to engage with clients and tailor...
Wealth Strategy Consultant — Grow Client Portfolios JobListing for: WealthBridge Financial Group |
1 week ago
4.
Director - Investment Oversight
Finance & Banking (Financial Compliance, Portfolio & Asset Management, Financial Reporting, Regulatory Compliance Specialist)
Director, Investment Oversight - Note: - Fidelity is not providing immigration sponsorship for this position - The Role - In this role...
Director - Investment Oversight JobListing for: Fidelity Investments Inc. |
1 week ago
5.
Investment Consultant - Durham, NC
Finance & Banking (Financial Advisor / Consultant, Wealth Management, Financial Sales, Portfolio & Asset Management)
Job Description - You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a...
Investment Consultant - Durham, NC JobListing for: Fidelity Investments |
2 weeks ago
6.
Wealth Management Client Relationship Manager
Finance & Banking (Wealth Management, Portfolio & Asset Management, Financial Sales, Financial Advisor / Consultant)
Responsibilities - Partnering with Wealth Management Advisors on client relationshipsSupporting high - net worth clients in achieving...
Wealth Management Client Relationship Manager JobListing for: Jobtailor |
2 weeks ago
7.
Wealth Management Client Relationship Lead
Finance & Banking (Wealth Management, Portfolio & Asset Management, Financial Advisor / Consultant, Financial Sales)
Jobtailor is seeking a Wealth Management Advisor in North Carolina to partner with Wealth Management Advisors to manage client...
Wealth Management Client Relationship Lead JobListing for: Jobtailor |
2 weeks ago
8.
Client Relationship Manager
Finance & Banking (Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management)
partners with Wealth Management Advisors in delivering client service and supporting high - net worth clientsoperationally leads Wealth...
Client Relationship Manager JobListing for: Jobtailor |
2 weeks ago
9.
Analyst, Global Client Group – Insurance
Finance & Banking (Financial Analyst, Portfolio & Asset Management)
Responsibilities - Support the day - to - day activities of the team's Regional Directors and Senior Associates.Prepare presentation...
Analyst, Global Client Group – Insurance JobListing for: Jobtailor |
2 weeks ago
10.
Fund Advisor
Finance & Banking (Portfolio & Asset Management, Financial Advisor / Consultant, Financial Analyst, Capital Markets)
Overview - Fish Network is building the infrastructure for the “Neofund” era, enabling emerging managers to launch compliant, on - chain...
Fund Advisor JobListing for: TEEMA Solutions Group |