90,070 Client Portfolio Manager, Advisory Solutions jobs in United States
- Licensed Financial Services AdvisorFirst State Bank & TrustBasehor, KSRecommends and manages investment solutions including individual stocks, bonds, mutual funds, ETF’s, REITs, insurance, and annuity products, ensuring……30d+
- Commercial Banking Relationship ManagerHighlands Bankshares, Inc.Keyser, WVBachelor’s degree in Finance, Business, Accounting, or related field (or equivalent experience). 5+ years of commercial lending, credit analysis, or banking……24h
- Senior Financial PlannerNova R WealthOverland Park, KS$85K - $160K (Employer provided)Modern financial planning and portfolio management tools. Conduct advanced retirement and cash flow modeling. Deliver tax-aware planning strategies.…30d+
- Registered Client Administrative Manager
Steward Partners Global AdvisorySarasota, FL$68K - $102K (Glassdoor est.)Conduct outreach to maintain strong relationships with client base and identify services and solutions that support clients' needs through proactive client……20d - Account Manager - HVAC/RGrand Traverse RefrigerationTraverse City, MI$65K - $80K (Employer provided)Ability to navigate industrial or commercial facilities as needed, including climbing stairs, accessing mechanical rooms, and climbing ladders when required.…8d
- Client Accounting Services (CAS) Manager
Tompkins & Peters CPAsHamilton, MT$85K - $120K (Employer provided)CPA license or CPA candidate. You'll regularly meet with business owners to discuss financial results, answer questions, identify opportunities, and help……8d - Senior Relationship AdministratorSpinnaker TrustPortland, ME$60K - $75K (Employer provided)The ideal candidate will have at least 5 years of experience in the wealth management industry and strong technical skills.…21d
- M&A AdvisorS&D People SolutionsTotowa, NJ$160K - $200K (Employer provided)Familiarity with AI tools (Claude, ChatGPT, Microsoft Copilot, etc.) to improve financial analysis and workflow efficiency.…29d
- Amazon Account ManagerTargetPathWilsonville, ORBachelor's degree in Business, Marketing, Ecommerce, or a related field preferred; equivalent professional experience considered.…30d+
- Commercial Lines Insurance Client Manager II
Farmers Insurance GroupMadison, MS$75K - $85K (Employer provided)*Licensing:* Active Property & Casualty (P&C) license required. Familiarity with C-stores, hotel/hospitality, property/strip centers, contractors, or coastal……24h - Senior Financial Advisor, Advisory Services (Hybrid, Multiple Openings)
T. Rowe PriceOwings Mills, MD$99K - $146K (Employer provided)Desire to quickly learn and implement new financial tools, technologies, and conversation expectations In-depth understanding of retail investment vehicles.…30d+ - Cash Management ManagerSOAR PartnersTulsa, OK$70K - $90K (Employer provided)*Preferred:* Certified Public Accountant (CPA) license and experience with Cash Management Regulations, including Credit Reform.…30d+
- Director of Project Management (Commercial Construction)
Ironwood Commercial BuildersConcord, CA$165K - $220K (Employer provided)Collaborate with field operations (superintendents, foremen) to align project management and field execution. This is a hands-on leadership role for someone who……30d+ - E-commerce Manager - Omnichannel
Schuler ShoesMaple Grove, MN$85K (Employer provided)Baseline technical fluency with the technologies and communications underlying modern eCommerce platforms (e.g., HTML/CSS, PHP, APIs, integrations) - enough to……8d - Financial PlannerConfidentialGilbert, AZ$80K - $95K (Employer provided)Bachelor’s degree in Financial Planning, Finance, Accounting, or a related field. This position offers a strong blend of technical financial analysis,……2d
- Tax Manager - Public AccountingRosen, Weissman, Gerardo & Coberly CPAs LLCTampa, FL$100K - $120K (Employer provided)*Education & Credentials:* Bachelor’s degree in Accounting; *CPA or EA (Enrolled Agent) license is required.*. Client Advisory & High-Level Preparation:*.…30d+
- Sales Account Manager
D & S CommunicationsElgin, IL$50K (Employer provided)Identify and develop new business opportunities within assigned territory or verticals (e.g., education, healthcare, manufacturing, government) aligned with the……30d+ - Associate Financial Advisor - Afton Union Financial Group - Seattle, WA
ThriventSeattle, WA$100K - $140K (Employer provided)Securities (Series 7 and 66 or Series 7, 63 and 65) and resident state Life, Health and Annuities registration required. Open and complete product applications.…30d+ - Investment Adviser RepresentativeWuest IFSKnoxville, TN$42K - $70K (Employer provided)Newly licensed advisors with no client-facing experience. Assist clients with retirement income planning and wealth preservation strategies.…30d
- Director of Client Relations [Financial Services / Wealth Management]Globe Wealth ManagementConcord, NH$80K - $90K (Employer provided)Bachelor’s degree in business, finance, communications, or related field. Service Collaborate with leadership to develop client retention and referral……30d+
- CPA Partner, Tax Strategy & AdvisoryCambium TaxFlagstaff, AZ$120K - $155K (Employer provided)Active CPA license (Arizona license or ability to obtain). Research tax issues and develop practical solutions. Supervisory or mentoring experience preferred.…30d+
- Public Finance AssociateSpecial Districts Association of OregonSalem, OR$60K - $73K (Employer provided)Master’s degree in business administration, accounting, finance, public administration, or closely related field.…5d
- Senior Account Executive
Brawn MediaAlbany, NY$55K - $65K (Employer provided)Strong understanding of principles of digital and traditional marketing, including terminology, strategy, data analysis, copywriting, creative, and technical……29d - Registered Client Administrative ManagerSteward Partners Global AdvisoryBirmingham, AL$65K - $95K (Glassdoor est.)Bachelor’s Degree in Business or in related field is preferred. Perform administrative duties that support Financial Advisors in daily business practices,……30d+
- Energy Services Advisor (Business Development/Account Management)Competitive Energy ServicesPortland, ME$60K - $100K (Employer provided)Work with CES Marketing to implement and realize traditional and online lead generation campaign initiatives – e.g., targeted email campaigns, social media……12d
- Wealth Advisor
Boutique RecruitingSalt Lake City, UT$100K - $150K (Employer provided)Collaborate with a Portfolio Manager and support team for client solutions. Conduct client meetings and presentations. Bachelor's degree is strongly preferred.…29d - 401(k) SpecialistMidas WealthUnited States$70K - $100K (Employer provided)FINRA Series 6 or 65 license (or willingness to obtain). Bachelor’s degree in Finance, Business Administration, Economics, or a related field.…30d+
- Retail Tax Expert
IntuitNewport Beach, CA$31.00 - $36.00 Per Hour (Employer provided)Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. Minimum of 3 years of paid experience filing 50 or more……5d - IT Site Support Manager
AltriaHopkinsville, KY$120K - $173K (Employer provided)Help with your goals — get help with student loan repayment assistance, attend a conference, or gain a new certification with professional development stipends.…20d - Tax Manager - International
Wolf & Company, PCBoston, MA$115K - $160K (Employer provided)Demonstrate expertise in preparing and filing amended and delinquent U.S. tax returns, including international information returns; advise clients on IRS……30d+
First State Bank & Trust
Licensed Financial Services Advisor
Basehor, KS