Senior Family Wealth Portfolio Strategist — Hybrid
Job in
City of Albany, Albany, Albany County, New York, 12201, USA
Listed on 2026-02-03
Listing for:
KeyBank
Full Time
position Listed on 2026-02-03
Job specializations:
-
Finance & Banking
Wealth Management, Financial Consultant, Financial Services, Portfolio Manager
Job Description & How to Apply Below
A leading financial institution is seeking an experienced Portfolio Advisor to manage investment portfolios, advise clients, and ensure compliance with policies. The ideal candidate will possess over 10 years of experience in investment management, demonstrate strong interpersonal skills, and excel in client service. This position offers a competitive salary range of $116,000 - $216,000 annually, with additional incentive compensation. This role fosters a culture of teamwork and accountability in a hybrid work environment.
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Position Requirements
10+ Years
work experience
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