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Senior Wealth Portfolio Strategist
Job in
Waco, McLennan County, Texas, 76796, USA
Listed on 2026-07-01
Listing for:
The Agency
Full Time
position Listed on 2026-07-01
Job specializations:
-
Finance & Banking
Portfolio & Asset Management, Wealth Management
Job Description & How to Apply Below
The Agency, a well-established community bank in Waco, Texas, is looking for an experienced Investment Portfolio Manager to join its Wealth Management team. The role involves managing client investment portfolios and developing customized strategies to meet client objectives.
The ideal candidate will have a Bachelor's degree in Finance or a related field, along with over 5 years of experience in investment portfolio management, particularly with high-net-worth clients. This position offers a competitive compensation package and the opportunity for long-term career growth.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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