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Portfolio Manager Financial Advisor Financial Consultant Wealth Management

Associate Portfolio Manager: Advisor Portfolios

Job in Lawrence, Douglas County, Kansas, 66045, USA
Listing for: Triad Partners, LLC
Full Time position
Listed on 2025-12-22
Job specializations:
  • Finance & Banking
    Portfolio Manager, Financial Advisor, Financial Consultant, Wealth Management
Salary/Wage Range or Industry Benchmark: 70000 - 90000 USD Yearly USD 70000.00 90000.00 YEAR
Job Description & How to Apply Below
A financial advisory firm in Lawrence, Kansas is seeking an Associate Portfolio Manager to lead investment and relationship management with advisor clients. This role requires a bachelor's degree and at least three years of experience in investment management. The successful candidate will collaborate with teams to provide high standards of client service and investment recommendations, ensuring advisor satisfaction and adherence to financial planning best practices.

Candidates should have excellent communication skills and a strong understanding of financial markets.
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Position Requirements
10+ Years work experience
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