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Portfolio Manager Financial Advisor Jobs (NOW HIRING)

Advyzon

Client Portfolio Manager

Lisle, IL · On-site

This person will help advisory firms and financial advisors migrate their current and prospective ... The Client Portfolio Manager will be a key liaison for advisors in effectuating a successful ...

Advyzon

Client Portfolio Manager

Lisle, IL · On-site

This person will help advisory firms and financial advisors migrate their current and prospective ... The Client Portfolio Manager will be a key liaison for advisors in effectuating a successful ...

Advyzon

Client Portfolio Manager

Lisle, IL · On-site

This person will help advisory firms and financial advisors migrate their current and prospective ... The Client Portfolio Manager will be a key liaison for advisors in effectuating a successful ...

Florida Financial Advisors

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Orlando, FL · On-site

$50K - $100K/yr (+ commission)

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Sowell Management

Financial Advisor

Rogers, AR · On-site

FINANCIAL ADVISOR: When you join our team-based RIA serving mass-affluent and high-net-worth ... Provide ongoing portfolio management per client agreements and firm standards.Communicate ...

Sowell Management

Financial Advisor

Rogers, AR · On-site

FINANCIAL ADVISOR: When you join our team-based RIA serving mass-affluent and high-net-worth ... Provide ongoing portfolio management per client agreements and firm standards. * Communicate ...

Sowell Management

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Rogers, AR

FINANCIAL ADVISOR: When you join our team-based RIA serving mass-affluent and high-net-worth ... Provide ongoing portfolio management per client agreements and firm standards. * Communicate ...

Shift HR

Financial Advisor

Ridgeland, SC · On-site

Financial Advisor | Wealth Management For an experienced advisor who believes good wealth management starts with knowing the client--and extends well beyond the portfolio. We are looking for an ...

MassMutual

Portfolio Manager

Boston, MA

The Team The Model Portfolios team manages, designs, and oversees ongoing implementation of discretionary model portfolio solutions serving MassMutual financial advisors and their clients. The team ...

Lutz

Portfolio Manager

Omaha, NE · On-site

Manage and monitor model portfolios across a variety of investment strategies and asset classes ... Partner closely with financial advisors to develop investment strategies aligned with client ...

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MassMutual

Portfolio Manager

Springfield, MA · On-site

The Team The Model Portfolios team manages, designs, and oversees ongoing implementation of discretionary model portfolio solutions serving MassMutual financial advisors and their clients. The team ...

AssetMark

Client Portfolio Manager

Charlotte, NC · Hybrid

$140K - $155K/yr

Working closely with Private Wealth Consultants, the Chief Investment Officer, Portfolio Management, Research, Wealth Planning, Product, Marketing, and Financial Advisors, the CPM helps ensure ...

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As of Sep 15, 2026, the average yearly pay for portfolio manager financial advisor in the United States is $102,134.00, according to ZipRecruiter salary data. Most workers in this role earn between $75,000.00 and $131,000.00 per year, depending on experience, location, and employer.

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Client Portfolio Manager

Lisle, IL • On-site

Advyzon Investment Management, LLC. (AIM)
Finance and Insurance • 1 - 10 employees
Learn more about Advyzon Investment Management, LLC. (AIM)external

Other

Posted 2 days ago

New

Job description

Advyzon Investment Management (AIM) is a Turnkey Asset Management Program (TAMP) that offers investment solutions and operations outsourcing to advisors. AIM was launched in 2022 as a new subsidiary of Advyzon, which was founded in 2012 with the purpose of building intuitive all-in-one technology for advisor firms. AIM provides disciplined investment management solutions built upon an intuitive user experience and personalized relationship based service model. The investment team within AIM is responsible for all aspects of building, managing, investing, and supporting client portfolios.

The Role: AIM is seeking a Client Portfolio Manager to join our Client Portfolio Management team. This person will help advisory firms and financial advisors migrate their current and prospective client accounts on to AIM’s TAMP to achieve operational efficiency while sourcing best-in-class investment selection and modeling. The Client Portfolio Manager will be a key liaison for advisors in effectuating a successful transition and on-going investment experience on the platform.

Responsibilities

  • Swiftly gain strong understanding and user proficiency of the Advyzon tools, custodian platforms, and other investment analysis tools
  • Gain extensive knowledge of AIM investment management approach and strategies with strong ability to communicate that knowledge to financial advisors, colleagues, and other stakeholders
  • Gain strong knowledge of third party strategists and strategies on the Nucleus platform with strong ability to communicate that knowledge to financial advisors, colleagues, and other stakeholders
  • Contribute to Client Portfolio Management team knowledge base, especially third party strategists and strategies
  • Develop and enhance knowledge of financial markets, investment products, asset allocation, manager selection, and tax optimization in helping financial advisors transition assets on to AIM TAMP
  • Assist advisor complexes and advisors in book-level mapping of current accounts to desired investment solutions on AIM TAMP
  • Assist advisors in account-level casework to target desired asset allocation target, conduct robust manager selection, and make proposals for current and prospective clients
  • Assist advisors in tax-optimization during account implementation and beyond
  • Communicate effectively with investment team, business development team, operations team, and development team
  • Contribute to the enhancement of AIM technology and AIM communications and marketing and supporting collateral
  • Report to Head of Client Portfolio Management
  • Take additional direction from Senior Client Portfolio Managers

Requirements

  • 7+ years of investment experience
  • CFA or CFP certifications preferred
  • Prior experience communicating with financial advisors
  • Knowledge of financial markets, asset allocation, manager selection, portfolio construction, and tax-efficient investment considerations
  • Comfort learning and communicating quantitative concepts
  • Excellent communication skills, both written and verbal
  • Proficient in Excel and PowerPoint
  • A focused, dedicated, and entrepreneurial personality
  • Strong analytical and relationship-building skills
  • Ability to work under pressure
  • Robust time management and organization skills
  • Team player approach looking to meet individual goals while also enhancing overall value proposition of the Client Portfolio Management team and AIM
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