Top 4896 Wealth advisor manager Jobs

Wealth: Sr Portfolio Manager
B. Riley —Remote
- $125,000 - $175,000 a year
- Full-time
- Remote
- Research
- 8 years
- Presentation skills
- Profit sharing
- Paid holidays
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Remote Client Service Associate - Wealth Management (RIA/Broker-Dealer)
Reshape Wealth —Remote
- $80,000 - $105,000 a year
- Full-time
- Remote
- Mid-level
- 2 years
- Paid holidays
- Health insurance
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Relationship Manager - Financial Services
Advyzon —Remote
- $70,000 - $100,000 a year
- Full-time
- Mid-level
- Communication skills
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Manager of Financial Advisors
Secure Financial Group —Troy, MI
- $82,480.07 - $150,000.00 a year
- Full-time
- Background check
- 5 years
- Mentoring
Quick Apply
Financial Advisor - Chattanooga, TN
Tristate Financial Advisors —Chattanooga, TN
- $70,000 - $100,000 a year
- Full-time
- Office
- In-person
- Business
- Health insurance
- Opportunities for advancement
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Financial Advisor - Melbourne, FL
Florida Financial Advisors —Palm Bay, FL
- From $100,000 a year
- Full-time
- Office
- Financial services
- In-person
- Health insurance
- Opportunities for advancement
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Registered Wealth Management Advisor
Raymond James Financial, Inc. —Altoona, PA
- Full-time
- Research
- Mid-level
- Office
- Profit sharing
- Paid holidays
Financial Advisor - Pittsburgh, PA
Florida Financial Advisors —Pittsburgh, PA
- $70,000 - $100,000 a year
- Full-time
- Mid-level
- Office
- In-person
- Health insurance
- Opportunities for advancement
Quick Apply
Manager of Trusts & Estates
RDV Corporation —Grand Rapids, MI
- Office
- Finance
- Analysis skills
- Paid holidays
- Health insurance
Team-Based Financial Advisor - Apex Financial Group (Manitowoc)
Thrivent —Manitowoc, WI
- $24,000 a year
- Full-time
- Microsoft Word
- Background check
- Microsoft Excel
- AD&D insurance
- Health insurance
Quick Apply
Team-Based Financial Advisor - Apex Financial Group (Fond du Lac)
Thrivent —Fond du Lac, WI
- $24,000 a year
- Full-time
- Microsoft Word
- Background check
- Microsoft Excel
- AD&D insurance
- Health insurance
Quick Apply
Financial Advisor - Providence, RI
Florida Financial Advisors —Cranston, RI
- From $100,000 a year
- Full-time
- Mid-level
- Office
- In-person
- Health insurance
- Dental insurance
Quick Apply
Financial Advisor - Charlotte
Florida Financial Advisors —Charlotte, NC
- $70,000 - $100,000 a year
- Full-time
- Mid-level
- Office
- In-person
- Health insurance
- Opportunities for advancement
Quick Apply
Financial Advisor - Fort Worth, TX
Florida Financial Advisors —Fort Worth, TX
- From $100,000 a year
- Full-time
- Office
- In-person
- Business
- Health insurance
- 401(k)
Quick Apply
Financial Advisor - Sarasota, FL
Florida Financial Advisors —Sarasota, FL
- From $100,000 a year
- Full-time
- Office
- Financial services
- In-person
- Health insurance
- Opportunities for advancement
Quick Apply
Wealth Manager
LourdMurray —Los Angeles, CA
- $85,000 - $145,000 a year
- Full-time
- Hybrid work
- Background check
- 5 years
- Office
- Health savings account
- Health insurance
Quick Apply
5d
Manager of tax Planning (CPA)
Integrated Tax Advisors —Sewickley, PA
- $150,000 - $170,000 a year
- Full-time
- Hybrid work
- Background check
- CPA
- Data analysis skills
Quick Apply
5d
Senior Accountant – Assurance Services
Burke CPAs & Advisors —Cincinnati, OH
- From $92,000 a year
- Full-time
- CPA
- Office
- GAAP
- Health savings account
- Paid holidays
Quick Apply
Wealth Management Associate
Equitable Advisors —Secaucus, NJ
- $32,400 - $125,000 a year
- Full-time
- Mid-level
- Office
- High school diploma or GED
- Employee stock purchase plan
- Disability insurance
Quick Apply
Financial Advisor/Wealth Manager - Indianapolis
Tristate Financial Advisors —Indianapolis, IN
- $70,000 - $100,000 a year
- Full-time
- Mid-level
- Office
- In-person
- Health insurance
- Opportunities for advancement
Quick Apply

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Wealth: Sr Portfolio Manager

B. Riley -
Remote

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Job Details

Full-time
$125,000 - $175,000 a year

Benefits

Profit sharing
Paid holidays
Disability insurance
Health insurance
Dental insurance
401(k)
Vision insurance

Qualifications

Research
Due diligence

Full Job Description

With offices coast to coast, B. Riley Wealth is a leading private wealth and investment management platform that provides comprehensive, collaborative financial solutions to individuals and families, businesses and institutions, non-profits, trusts, foundations, and endowments. Securities and variable insurance products are offered through B. Riley Wealth Management; fee-based asset management and advisory services are offered through B. Riley Wealth Advisors; insurance products, including fixed annuities (but not variable products) are offered through B. Riley Wealth Insurance Corporation; and tax preparation and accounting services are offered through B. Riley Wealth Tax Services. For more information, visit www.brileywealth.com.

B. Riley Wealth is a subsidiary of BRCGH (Nasdaq: RILY), a diversified business advisory and financial services platform. BRCGH refers to BRC Group Holdings, Inc. and/or one or more of its subsidiaries or affiliates.

We are seeking an experienced and driven Sr Portfolio Manager to join our Wealth Management team and assume management of a $200 million portfolio of mutual funds and ETFs spanning a number of portfolios, both with and without alternatives, aligned to each model's specific investment objectives. This individual will report directly to the EVP, Head of Relationship Management and will serve as the primary steward of portfolio construction, ongoing management, and internal distribution of the model portfolios to the firm's financial advisors. The expected base salary range for this position is $125,000 - $175,000.

Duties of this position include, but are not limited to the following:
Portfolio Management

Assume management responsibility for a $200MM multi-asset portfolio of mutual funds and ETFs across 12 model portfolios
Construct and maintain strategic and tactical asset allocations consistent with the objectives of each model, with and without alternatives
Conduct ongoing due diligence on fund and ETF holdings; evaluate replacements and new additions as needed
Monitor portfolio performance, risk metrics, and market developments; execute timely rebalancing decisions
Prepare detailed investment reports and portfolio reviews for internal stakeholders and advisors

Advisor Relations & Internal Marketing

Serve as the internal champion for the model portfolios, proactively marketing them to the firm's financial advisors
Develop and deliver compelling presentations, commentaries, and materials that clearly articulate each model's strategy, positioning, and performance
Build strong working relationships with advisors to drive adoption and address portfolio-related questions
Contribute to broader firm strategy on products and services
Translate complex investment concepts into accessible language tailored to advisors and clients

Research & Strategy

Perform due diligence on ETFs and mutual funds with accompanying documentation and publication
Stay current on macroeconomic trends, capital markets, and the evolving mutual fund and ETF landscape
Identify opportunities to enhance portfolio construction, fund selection processes, and model design

Education, Experience and Skills Required:
1. 8+ years of experience in portfolio management or investment management, with direct experience managing multi-asset model portfolios
2. Demonstrated expertise in mutual fund and ETF selection, due diligence, and portfolio construction
3. Experience with or exposure to alternative investment strategies within a model portfolio context
4. Excellent written and verbal communication skills, including experience presenting to financial advisors and clients
5. Self-starter with a proactive mindset and the ability to work independently
6. Sound investment judgment, high integrity, and discretion with sensitive client and firm information
Preferred Qualifications

CFA designation (or equivalent)
CAIA, CFP, or other relevant designations
Experience within a family office, RIA, broker-dealer, or wealth management environment
Familiarity with advisor-facing distribution or internal wholesaling
Experience with research tools such as FI360 and Morningstar Advisor Workstation

BRCGH employees enjoy competitive salaries, access to our 401(k) profit sharing retirement plan and our other benefits including paid holidays, vacation, and sick leave, voluntary group medical, dental, and vision insurance, and company paid life and disability coverage.

Quick Apply

Refine Your Search

wealth advisor manager jobs

Wealth: Sr Portfolio Manager

Remote Client Service Associate - Wealth Management (RIA/Broker-Dealer)

Relationship Manager - Financial Services

Manager of Financial Advisors

Financial Advisor - Chattanooga, TN

Financial Advisor - Melbourne, FL

Registered Wealth Management Advisor

Financial Advisor - Pittsburgh, PA

Manager of Trusts & Estates

Team-Based Financial Advisor - Apex Financial Group (Manitowoc)

Team-Based Financial Advisor - Apex Financial Group (Fond du Lac)

Financial Advisor - Providence, RI

Financial Advisor - Charlotte

Financial Advisor - Fort Worth, TX

Financial Advisor - Sarasota, FL

Wealth Manager

Manager of tax Planning (CPA)

Senior Accountant – Assurance Services

Wealth Management Associate

Financial Advisor/Wealth Manager - Indianapolis

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