Portfolio Manager, RIA Client Impact
Job in
Orlando, Orange County, Florida, 32885, USA
Listed on 2025-12-21
Listing for:
Oxford Advisory Group
Full Time
position Listed on 2025-12-21
Job specializations:
-
Finance & Banking
Wealth Management, Portfolio Manager, Financial Consultant -
Management
Wealth Management, Portfolio Manager
Job Description & How to Apply Below
A growing financial advisory firm in Orlando, FL, seeks a Financial Portfolio Manager to assess and enhance client portfolios, primarily focusing on retirement planning. The ideal candidate should hold a relevant 4-year degree, have 2 to 7 years of experience in the financial services sector, and possess communication skills to interact with clients effectively. Benefits include a competitive salary of $100,000 along with full medical benefits, a 401k plan, and generous PTO.
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