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Personal Portfolio Manager Jobs (NOW HIRING)

FirstBank

Portfolio Manager

Birmingham, AL · On-site

The Portfolio Manager (PM) supports Relationship Manager (RM) sales efforts through the growth ... Strong personal organizational and time management skills * Ability to demonstrate the highest ...

FOCUS Mission Foundation

Portfolio Manager

Golden, CO

$60K - $70K/yr

... personal relationship with Jesus Christ and accompanying them as they pursue lives of virtue and ... Thus, the role of the Portfolio Manager will be crucial to FOCUS' efforts to raise the necessary ...

Careers at Truxton

Portfolio Manager

Nashville, TN · On-site

THE ROLE The Portfolio Manager has dual and integrated responsibilities within Truxton Wealth ... Eager to understand client's financial situations and personal circumstances * Able to deliver ...

FirstBank

Portfolio Manager

Birmingham, AL · On-site

The Portfolio Manager (PM) supports Relationship Manager (RM) sales efforts through the growth ... Strong personal organizational and time management skills * Ability to demonstrate the highest ...

United Bank

Portfolio Manager

Charlottesville, VA · On-site

The Portfolio Manager takes primary responsibility for the underwriting process, portfolio ... Ability to analyze financial and project statement, corporate and personal tax returns.

Foundation Software

Portfolio Manager

Strongsville, OH · On-site

... personal training; and for those competitive types, a game room complete with table tennis ... Position Summary The Foundation Pay Portfolio Manager is responsible for managing and growing a ...

United Bank

Portfolio Manager

Martinsburg, WV · On-site

The Portfolio Manager takes primary responsibility for the underwriting process, portfolio ... personal tax returns. • Understanding of basic loan structure processes and regulations ...

United Bank

Portfolio Manager

Martinsburg, WV · On-site

The Portfolio Manager takes primary responsibility for the underwriting process, portfolio ... personal tax returns. • Understanding of basic loan structure processes and regulations ...

United Bank

Portfolio Manager

Lawrenceville, GA · On-site

The Portfolio Manager takes primary responsibility for the underwriting process, portfolio ... Ability to analyze financial and project statement, corporate and personal tax returns.

United Bank

Portfolio Manager

Charleston, SC · On-site

The Portfolio Manager takes primary responsibility for the underwriting process, portfolio ... Ability to analyze financial and project statement, corporate and personal tax returns.

United Bank

Portfolio Manager

Charleston, SC · On-site

The Portfolio Manager takes primary responsibility for the underwriting process, portfolio ... personal tax returns. • Understanding of basic loan structure processes and regulations ...

Associated Bank - Corp

Portfolio Manager

Chicago, IL · On-site

Manage and grow a portfolio of complex private banking and commercial relationships while ensuring ... Personal banking, loan, investmentand insurance benefits. Associated Bank serves more than 120 ...

United Bank

Portfolio Manager

Charlottesville, VA

The Portfolio Manager takes primary responsibility for the underwriting process, portfolio ... personal tax returns. • Understanding of basic loan structure processes and regulations ...

Career Search

Portfolio Manager

North Lauderdale, FL · On-site

$75K/yr

Portfolio Manager - Come work for a company that gives you the support you need! Benefits 401(k) ... and Personal Background checks. This post is a summary and not intended as inclusive of the ...

United Bank

Portfolio Manager

Lawrenceville, GA · On-site

The Portfolio Manager takes primary responsibility for the underwriting process, portfolio ... personal tax returns. • Understanding of basic loan structure processes and regulations ...

United Bank

Portfolio Manager

Martinsburg, WV · On-site

The Portfolio Manager takes primary responsibility for the underwriting process, portfolio ... Ability to analyze financial and project statement, corporate and personal tax returns.

Associatedbank

Portfolio Manager

Chicago, IL

Manage and grow a portfolio of complex private banking and commercial relationships while ensuring ... Personal banking, loan, investmentand insurance benefits. Associated Bank serves more than 120 ...

Associatedbank

Portfolio Manager

Minneapolis, MN

Manage and grow a portfolio of complex private banking and commercial relationships while ensuring ... Personal banking, loan, investmentand insurance benefits. Associated Bank serves more than 120 ...

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Personal Portfolio Manager information

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How much do personal portfolio manager jobs pay per year?

As of Jun 9, 2026, the average yearly pay for personal portfolio manager in the United States is $100,458.00, according to ZipRecruiter salary data. Most workers in this role earn between $65,500.00 and $130,000.00 per year, depending on experience, location, and employer.

What does a Personal Portfolio Manager do?

A Personal Portfolio Manager is a financial professional who manages investment portfolios on behalf of individuals. Their main responsibilities include assessing a client's financial goals, risk tolerance, and investment timeline, then creating and managing a tailored investment strategy. They monitor portfolio performance, rebalance holdings as needed, and provide ongoing advice to help clients achieve their financial objectives. Portfolio managers stay up-to-date on market trends and adjust strategies accordingly to optimize returns while minimizing risk.

What is the difference between Personal Portfolio Manager vs Financial Advisor?

AspectPersonal Portfolio ManagerFinancial Advisor
CredentialsCertifications like CFP, CFA often preferredCFP, ChFC, or similar certifications common
Work EnvironmentManages individual client portfolios, often in private firms or as independent advisorsProvides broader financial planning services to individuals or groups
Employer & IndustryFinancial services firms, private wealth managementBanking, financial planning firms, independent practice

While both roles focus on helping clients manage their finances, a Personal Portfolio Manager primarily oversees investment portfolios tailored to individual clients' goals. A Financial Advisor offers comprehensive financial planning, including investments, estate planning, and retirement strategies. The roles often overlap, but the Portfolio Manager emphasizes investment management, whereas the Financial Advisor provides broader financial guidance.

How does a Personal Portfolio Manager typically collaborate with clients to develop and adjust investment strategies?

A Personal Portfolio Manager works closely with clients to understand their financial goals, risk tolerance, and investment timelines. They hold regular meetings to review portfolio performance, discuss market trends, and make adjustments based on life changes or shifting objectives. This collaborative approach ensures that investment strategies remain aligned with clients' evolving needs, and fosters a trusting, long-term professional relationship. Effective communication and proactive updates are essential elements of the role.

What are the key skills and qualifications needed to thrive as a Personal Portfolio Manager, and why are they important?

To thrive as a Personal Portfolio Manager, you need a solid foundation in finance, investment analysis, and portfolio management, typically supported by a degree in finance or related fields and often a CFA certification. Familiarity with financial modeling tools, portfolio management software, and trading platforms is essential. Exceptional analytical thinking, communication, and client relationship skills help you build trust and tailor strategies to individual client needs. These skills ensure effective asset management, risk mitigation, and the ability to meet clients' financial goals in a dynamic market environment.
What cities are hiring for Personal Portfolio Manager jobs? Cities with the most Personal Portfolio Manager job openings:
What states have the most Personal Portfolio Manager jobs? States with the most job openings for Personal Portfolio Manager jobs include:
Personal Portfolio Manager jobs near you
Portfolio Manager

Portfolio Manager

FirstBank

Birmingham, AL • On-site

Full-time

Posted yesterday

Job description

Summary: 

The Portfolio Manager (PM) supports Relationship Manager (RM) sales efforts through the growth, development and effective management of loan portfolios, helping ensure positive performance. Under the supervision and direction of the Group Portfolio Manager or Market Leadership, the PM assesses risk by evaluating, designing and overseeing aspects of the portfolio construction, and assists in driving profitability by performing financial and credit analysis; contributes to client relationships in conjunction with the RM.

Essential Duties and Responsibilities:

  • Review documents for pre- and post-closing including the submission of pre-requisite and recurring credit source documentation to the bank’s imaging system.
  • Prepare, review and monitor reports to ensure FirstBank guidelines for compliance and credit monitoring are being met.
  • Analyze credit requests and perform financial statement analysis utilizing the bank’s standardized analysis tools.
  • Monitor reports analyzing loan commitments and outstanding balances by customer, loan type, property type, location, size, etc.
  • Partner with market leadership, Regional Presidents and Regional Credit Officers in support of the RMs to promote client portfolio growth and strong asset quality.
  • Monitor past due information and future maturities, alerting the RMs as needed.
  • Perform the analysis of key financial metrics for input in commercial loan risk rating matrices to ensure accurate stratification of the bank’s commercial loan grading portfolio.
  • Demonstrate an understanding of financial spreads, modeling and monitoring.
  • Perform research to maintain current knowledge of industry trends, economic trends and regulatory impacts on borrowers that may affect the ability to repay a loan in their respective portfolio.
  • May assist in the preparation of pitch books for prospective clients.
  • May participate in, or independently execute, the sales process as part of a well-functioning team with the Relationship Manager and/or Relationship Manager Associate.
  • Attend meetings and represent the PM and/or RM teams as needed.
  • Function as part of the RM team as a capable secondary point of contact for commercial clients. 
  • Provide consistent, distinctive service to all clients when delivering the FirstBank service experience.
  • Practice safe and sound bank procedures, including adherence to applicable laws and regulations, internal controls, operational procedures, risk management policies, and security protocols.
  • Provide independent analysis of credit requests and provide an effective challenge in loan approval and grading utilizing credit policy. 
  • Ensure source documentation and credit analysis are accurate and timely supported.
  • Possess a sound knowledge of credit policy and its application to credit requests
  • Regular and reliable attendance.
  • Perform other duties as assigned.

Qualifications:

Education and/or Experience:

  • Bachelor’s degree in finance or similar field preferred
  • Experience in banking specifically loan operations, lending or credit 

Skills and Abilities:

  • Strong verbal and written communications; one-on-one and in team environments
  • Ability to allocate time effectively and independently to prioritize timelines
  • Strong personal organizational and time management skills
  • Ability to demonstrate the highest level of ethical behavior and confidentiality and maintain confidentiality with sensitive information
  • Understand and comply with bank policy, laws, regulations as applicable to your job duties. This includes but is not limited to; complete compliance training and adhere to internal procedures and controls; report any known violations of compliance policy, laws, or regulations and report any suspicious customer and/or account activity

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