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Senior Portfolio & Wealth Advisor

Job in Vero Beach, Indian River County, Florida, 32966, USA
Listing for: Northern Trust Company
Full Time position
Listed on 2026-01-12
Job specializations:
  • Finance & Banking
    Portfolio Manager, Wealth Management
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below
A leading financial institution in Florida is seeking an investment manager to oversee major accounts and develop tailored investment strategies for clients. The ideal candidate will have 6 to 8 years of investment experience and a strong understanding of portfolio management principles. This role emphasizes collaboration and client interaction, integrating insights from the broader service team. The company values flexibility and an inclusive culture, encouraging personal growth and community engagement.
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Position Requirements
10+ Years work experience
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