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Wealth Portfolio Manager Client Impact
Job in
Lutherville, Baltimore County, Maryland, USA
Listed on 2026-08-24
Listing for:
Black Diamond Financial, LLC
Full Time
position Listed on 2026-08-24
Job specializations:
-
Finance & Banking
Portfolio & Asset Management, Wealth Management
Job Description & How to Apply Below
Black Diamond Financial, LLC in Lutherville, MD is seeking a Portfolio Manager to collaborate with the leadership team on portfolio management and client service activities. The role requires strong investment knowledge, analytical skills, and the ability to effectively communicate with clients.
The ideal candidate will have over 4 years of experience, a degree in finance or related fields, and should preferably hold a CFP, CPA, or CFA designation.
This role offers significant opportunities for upward mobility within a dynamic, employee-owned firm focused on client success and fiduciary duties.
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