Wealth Advisor & Portfolio Manager — Hybrid
Job in
Victoria, Victoria County, Texas, 77904, USA
Listed on 2026-01-20
Listing for:
Orr Financial Group
Full Time
position Listed on 2026-01-20
Job specializations:
-
Finance & Banking
Financial Consultant, Wealth Management, Banking & Finance, Financial Manager
Job Description & How to Apply Below
A boutique financial advisory firm in Victoria, TX, is seeking an experienced Financial Advisor / Portfolio Manager to manage client relationships and oversee portfolios. The role involves conducting portfolio reviews and developing financial strategies while ensuring compliance and documentation. Candidates should have 5+ years of experience in financial advising, possess active licenses or be able to obtain them, and demonstrate strong communication skills.
This position offers flexibility with a hybrid work environment and a competitive salary plus profit-sharing.
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