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Financial Consultant Wealth Management Portfolio Manager

Senior Family Wealth Portfolio Strategist — Hybrid

Job in Salt Lake City, Salt Lake County, Utah, 84193, USA
Listing for: KeyBank
Full Time position
Listed on 2026-02-06
Job specializations:
  • Finance & Banking
    Financial Consultant, Wealth Management, Portfolio Manager
Job Description & How to Apply Below
A leading financial institution seeks a Portfolio Advisor to manage and construct investment portfolios that align with client objectives. This role involves advising clients on effective strategies, collaborating closely with the relationship management team, and ensuring exceptional service delivery. The ideal candidate will have extensive experience in investment management, strong client focus, and the ability to work effectively in a team-oriented environment.

Competitive compensation and flexible workspace options available.
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Position Requirements
10+ Years work experience
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