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Personal Portfolio Manager Jobs (NOW HIRING)

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 ...

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 ...

HOA Talent

Portfolio Manager

Washington, DC · On-site

$95K - $110K/yr

Portfolio Manager - Condominium, HOA & Cooperative Communities Washington DC Full-time On-site ... Reliable personal transportation, a valid driver's license, and proof of insurance (mileage ...

ThinkingAhead

Portfolio Manager

Dallas, TX · On-site

Portfolio Manager - Commercial & Consumer Lending | Dallas-Uptown Join an Award-Winning, Oklahoma ... personal growth planning, and a clear runway toward Loan Officer or leadership tracks. - Culture ...

FirstBank

Portfolio Manager

Nashville, TN

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 ...

ThinkingAhead

Portfolio Manager

Dallas, TX · On-site

Portfolio Manager - Commercial & Consumer Lending | Dallas-Uptown Join an Award-Winning, Oklahoma ... personal growth planning, and a clear runway toward Loan Officer or leadership tracks. - Culture ...

United Bank

Portfolio Manager

Charlottesville, VA · On-site

$84K - $147K/yr

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

Myrtle Beach, 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.

FirstBank

Portfolio Manager

Nashville, TN · 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 ...

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 ...

Allied Universal

Portfolio Manager

Richardson, TX · On-site

The Portfolio Manager will serve as an internal security operations expert focusing on the client ... Eight paid holidays annually, five sick days, and four personal days * Vacation time offered at an ...

United Bank

Portfolio Manager

Myrtle Beach, 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 ...

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 ...

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How much do personal portfolio manager jobs pay per year?

As of Sep 15, 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 are the key skills and qualifications needed to thrive as a personal portfolio manager?

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.

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 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.

Are personal portfolio managers paid well?

Personal portfolio managers typically earn competitive salaries that vary based on experience, location, and the size of the managed assets. They often receive bonuses or commissions based on performance, which can significantly increase total compensation. Overall, the role is considered well-paying within the financial services industry.

How much do personal portfolio managers get paid?

Personal portfolio managers typically earn a median annual salary ranging from $70,000 to $150,000, depending on experience, location, and the size of the portfolios they manage. Many also receive performance-based bonuses and benefits, and strong analytical skills and certifications like the CFA can influence compensation.

What qualifications do I need to be a personal portfolio manager?

A personal portfolio manager typically needs a bachelor's degree in finance, economics, or a related field, along with relevant certifications such as the Chartered Financial Analyst (CFA) or Certified Financial Planner (CFP). Strong analytical skills, experience with investment strategies, and proficiency with financial software are also important for success in this role.

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:

What are popular job titles related to Personal Portfolio Manager jobs?

For Personal Portfolio Manager jobs, the most frequently searched job titles are:

Personal Portfolio Manager jobs near you

Portfolio Manager

Saint Peters, MO • On-site

CNB St. Louis Bank
Real Estate • 51 - 200 employees
Learn more about CNB St. Louis Bankexternal

Other

Posted 27 days ago

Job description

Summary of Position:The Portfolio Manager role combines commercial lending and credit analyst responsibilities. This position requires direct communication with clients, strong analytical skills, and the ability to provide excellent customer service. The Portfolio Manager works closely with various teams across the bank to manage client relationships and ensure the credit quality of their portfolio.Essential Responsibilities:Financial Analysis, Credit Underwriting, & Risk AssessmentAssist other lenders in underwriting new loan requests and renewals.Prepare preliminary assessments for lenders.Prepare financial analyses, summaries, and opinions for lenders on new, renewal, and existing loans.Review loan requests, credit history, and financial statements to determine if applications meet lending criteria.Prepare proposed credit memos, including recommendations for loan pricing and terms, and obtain concurrence from credit approving officers.Prepare comprehensive credit write-ups to present to approving authorities or loan committees.Conduct credit reviews and assist in credit investigations, including credit reports and checks.Portfolio Monitoring & MaintenanceMonitor customer information files to ensure current reports, statements, and tax returns are regularly updated.Monitor loan portfolio and communicate with borrowers to ensure timely receipt of required financial exhibits.Maintain credit quality of assigned portfolio within bank standards; escalate risk issues as needed.Assist lenders in monitoring borrower credit quality, including trend analysis, covenant compliance, and data updates.Monitor lending workflow software systems and update as appropriate.Assist lenders with calls on past-due loans as assigned by senior management.Collaboration & SupportCollaborate with other credit analysts and lenders to ensure timely and high-quality work completion.Coordinate with related personnel for loan maintenance and troubleshooting.Assist in assembling materials for committee and board presentations.Assist in the process of ordering, reviewing, and completing real estate appraisals and evaluations.Work closely with multiple teams across the bank to ensure a positive customer experience from onboarding through relationship management.Research & ReportingConduct effective research using online sources, interviews, and studies.Prepare clearly written, structured, and articulate reports to accurately assess risk.Compliance:The employee is responsible and accountable for establishing and following procedures to ensure compliance with all applicable regulatory rules and regulations.CNB St. Louis Bank will reasonably accommodate qualified individuals with a disability so that they can perform the essential functions of a job.The CNB St. Louis Bank is an Equal Opportunity / Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.Preferred Education, Experience, Technical Knowledge, and Skills:Bachelor's Degree in business administration, accounting, or financeExperience in commercial lending or credit analysisKnowledge of personal/business financial statements and tax returns.Experience with financial statement analysis software, workflow, and customer relationship management software.Knowledge of Microsoft Office applications.Excellent communication skills (both verbal and written).Strong customer service skills.Ability to organize and prioritize meeting deadlines.Excellent project management skills.High level of customer serviceSales and communication skillsAbility to analyze information and produce assessmentsStrong interpersonal and client-facing skills #J-18808-Ljbffr

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