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German American

Portfolio Manager

Louisville, KY · On-site

$90 - $130/hr

The Daily Grind - Every day you will spend time managing portfolios, interacting with clients, and ... German American Bancorp and its family of financial services companies employ talented ...

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How much do american portfolios jobs pay per hour?

As of Sep 5, 2026, the average hourly pay for american portfolios in the United States is $26.35, according to ZipRecruiter salary data. Most workers in this role earn between $24.04 and $28.37 per hour, depending on experience, location, and employer.

What is American Portfolios?

American Portfolios is an independent broker/dealer and registered investment advisor that offers financial services to independent financial professionals and their clients. The company provides a wide range of investment solutions, technology platforms, compliance support, and back-office services to help financial advisors manage and grow their businesses. By partnering with American Portfolios, advisors can access a variety of investment products and resources tailored to meet the needs of individual and institutional investors.

What skills and qualifications are needed to thrive as a financial advisor at American Portfolios?

To thrive as a Financial Advisor at American Portfolios, you need a strong background in finance, investment strategies, and financial planning, typically supported by a relevant degree and FINRA Series 7 and 66 licenses. Familiarity with portfolio management software, CRM platforms, and financial analysis tools is crucial. Excellent interpersonal skills, active listening, and trust-building abilities help advisors connect with clients and tailor solutions to their needs. These skills and qualifications are essential for building long-term client relationships and delivering effective, compliant financial guidance.

What are common challenges faced by financial advisors at American Portfolios, and how can new hires overcome them?

Financial advisors at American Portfolios often face challenges such as building a client base, staying current with regulatory requirements, and adapting to evolving investment products. New hires can overcome these hurdles by leveraging the firm's robust training programs, seeking mentorship from experienced advisors, and actively participating in networking events. Additionally, collaborating with the in-house support teams for compliance and operations can help streamline administrative tasks, allowing advisors to focus more on client relationships and business growth.

What is the difference between American Portfolios vs Financial Advisor?

AspectAmerican PortfoliosFinancial Advisor
CredentialsTypically requires Series 6/7, 63, and state licensesOften requires Series 7, 66/63, and CFP certification
Work EnvironmentFinancial services firms, offices, or remoteIndependent or firm-based, client-facing
Industry UsageFinancial services and investment firmsFinancial planning and wealth management
Search/Comparison IntentUnderstanding firm offerings vs individual rolesCareer options, certifications, and job duties

American Portfolios is a financial services firm providing investment products, while a Financial Advisor is a professional who offers personalized financial planning and investment advice. The two are related but serve different roles within the industry, with American Portfolios acting as an employer or platform, and Financial Advisors as the client-facing professionals.

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American Portfolios jobs near you
Infographic showing various American Portfolios job openings in the United States as of August 2026, with employment types broken down into 2% As Needed, 76% Full Time, 18% Part Time, and 4% Contract. Highlights an 94% Physical, 1% Hybrid, and 5% Remote job distribution, with an average salary of $54,815 per year, or $26.4 per hour.

Portfolio Manager

German American

Louisville, KY • On-site

$90 - $130/hr

Other

Medical, Dental, Vision, Life, Retirement, PTO

Posted 10 days ago

Key responsibilities

  • Manage investment portfolios to meet client goals by reviewing accounts, asset allocation, and securities holdings.

  • Interact with clients and collaborate with Wealth Advisors to provide updates on account performance, holdings, and market factors.

  • Partner with the Investment Team to conduct research and analysis on equities and fixed income investments.

Job description

Job Title: Portfolio Manager

Overview

As our Portfolio Manager in Evansville, you will manage investment portfolios to meet the goals of high net worth clients. You are also a relationship builder, collaborating with the Wealth Advisor for client and prospect calls. You will join the Investment Team, helping provide research and analysis on investments in equities and fixed income. To thrive in this role you must have an aptitude for working with investment portfolios and proven experience presenting complicated financial information, both written and verbal.

What You’ll Do:

The Daily Grind – Every day you will spend time managing portfolios, interacting with clients, and analyzing investments. You will review accounts to ensure they are within guidelines for asset allocation and holding appropriate securities, buying and selling the underlying securities as needed. You will work closely with the Chief Investment Officer on investment- and client-related projects as needed. You work in a fast-growing marketplace where you partner closely with Wealth Advisors for face‑to‑face client meetings. You build a strong rapport with clients, consulting on account performance, current holdings, along with economic and market factors.

You’re Part of a Team – You are a member of the Wealth Advisory Group. You partner with a team of Wealth Advisory specialists throughout southern Indiana and Kentucky to provide financial, retirement and fiduciary service solutions to clients. You also coordinate sales efforts among banking and non‑banking team members. With champions at the highest levels of the organization, the Wealth Advisory Group is an integral piece to the company’s continued prosperity and future growth.

What it Takes:
  • Bachelor’s Degree in Business, Finance, Economics, Accounting, or related degree OR proven experience in client consultation in investment/portfolio management, brokerage, finance or equivalent
  • 5+ years’ Portfolio Management experience
  • Ability to: communicate effectively as an expert in the wealth management field (written and verbally)
  • Ability to deliver in‑market educational presentations to internal and external audiences (prospects, clients, and professional advisors)
Bonus Points:
  • Experience in securities research
  • Chartered Financial Analyst (CFA) or Certified Financial Planner (CFP) or Certified Investment Management designation
  • Experience with the securities trading process
What we can offer you:
  • Medical, dental, vision, STD, LTD, Life insurance, etc.
  • 25 days paid time off, 11 paid holidays and bereavement leave
  • Education Assistance Program
  • Paid Parental Bonding Leave
  • Wellness benefits
  • Life event coverage
  • Service awards
  • Financial benefits including 401(k) match, stock purchase plan and more
  • Great deals on both national and local discounts on everything from computers and vacations to phones and retail shopping.
  • Logo wear discounts
  • Free checking account, checks and discounted bank services

This position will be located at:

11601 Bluegrass Parkway
Louisville, Kentucky, 40299
United States

About Us:

German American Bancorp and its family of financial services companies employ talented, compassionate people throughout the organization, truly making German American special. Delivering genuine, customized, personal service with a focus on truly serving customers and communities well, our employees bring the Shield of Excellence commitment to life with each and every interaction.

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