More jobs:
Portfolio Manager
Job in
Greensboro, Guilford County, North Carolina, 27497, USA
Listed on 2026-08-22
Listing for:
Squarely LLC
Full Time
position Listed on 2026-08-22
Job specializations:
-
Finance & Banking
Portfolio & Asset Management, Wealth Management
Job Description & How to Apply Below
Our client, a growing independent RIA, is adding an advisor who can own client relationships and build portfolios — not hand one off to the other.
What you'll do- Lead planning relationships end to end, from discovery through implementation and ongoing reviews
- Construct and manage diversified client portfolios, including trading, rebalancing, and drift monitoring
- Screen and select funds and managers, applying Investing criteria alongside traditional due diligence
- Contribute to the firm's model portfolios and asset allocation committee work
- Several years of client-facing advisory or portfolio management experience at an RIA, hybrid, or trust company
- Degree in a quantitative or business field
- CFP, CFA, MBA a plus; comfort with modern planning software (eMoney, Money Guide Pro , or similar)
- Personal alignment with existing investment philospophy
Confidential search conducted by a retained executive search firm. All inquiries held in strict confidence.
#J-18808-LjbffrTo View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(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).
(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).
Search for further Jobs Here:
×