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Strategic Wealth & Portfolio Manager

Job in Omaha, Douglas County, Nebraska, 68197, USA
Listing for: Bridges Trust
Full Time position
Listed on 2026-01-11
Job specializations:
  • Finance & Banking
    Wealth Management
Job Description & How to Apply Below
A privately-owned wealth management firm located in Omaha is seeking a skilled Portfolio Manager to enhance client relationships and provide tailored financial strategies. The ideal candidate will have over 5 years of experience in wealth management, a relevant Bachelor's degree, and possess a CFP® certification. Responsibilities include developing financial plans and adjusting investment strategies based on client goals. This full-time position in finance and sales demands strong communication and analytical skills.
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