Client Portfolio AVP: Portfolio Analytics & RIA
Job in
Petersburg, Virginia, 23803, USA
Listed on 2026-01-12
Listing for:
Dynasty Financial Partners, LLC
Full Time
position Listed on 2026-01-12
Job specializations:
-
Finance & Banking
Portfolio Manager, Wealth Management, Financial Consultant
Job Description & How to Apply Below
A leading financial services firm in Virginia seeks a Client Portfolio Manager AVP to support investment management and client coverage. This position requires 3-5 years of experience in investments or client service, a Bachelor's degree in finance or economics, and strong communication skills. Responsibilities include preparing proposals, contributing to market research, and maintaining client relationships. The firm offers comprehensive benefits including health, vision, and retirement plans.
#J-18808-Ljbffr
To 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:
×