ZipRecruiter

Log In

3

Remote Entry Level Portfolio Manager Jobs in Missouri

Kasa

Portfolio Revenue Manager

Kansas City, MO · On-site +1

Purpose of the Portfolio Revenue Manager position In this remote Portfolio Revenue Manager role, your primary responsibility will be to maximize revenue and profitability across our diverse ...

Symmetry

Entry Level Remote Sales

Kirkwood, MO · Remote

$100K/yr

We are looking to train people to become a manager of Remote Insurance Sales Representatives and lead in select regions within the next six months We love training people to build their own ...

next page

Showing results 1-20

All JobsPortfolio JobsRemote Entry Level Portfolio Manager JobsRemote Entry Level Portfolio Manager Jobs in Missouri

Remote Entry Level Portfolio Manager information

What are some common challenges faced by remote entry level portfolio managers, and how can they be overcome?

Remote entry level portfolio managers often face challenges such as limited direct mentorship, building relationships with clients or senior team members, and staying updated on market trends without in-person collaboration. Overcoming these hurdles involves proactively seeking virtual mentorship, participating in regular video meetings, and utilizing digital collaboration tools to foster communication. Additionally, setting a structured daily routine and leveraging online resources can help you stay organized and efficient while working remotely.

What is a remote entry level portfolio manager?

A remote entry level portfolio manager is a finance professional who assists in managing investment portfolios from a location outside of a traditional office, typically working from home. Their responsibilities may include monitoring market trends, conducting investment research, assisting in asset allocation, and reporting on portfolio performance. Entry-level portfolio managers usually work under the supervision of senior managers, gaining experience in investment strategies and client communications. This role is ideal for individuals interested in finance and investments who prefer the flexibility of remote work.

What is the difference between Remote Entry Level Portfolio Manager vs Remote Investment Analyst?

AspectRemote Entry Level Portfolio ManagerRemote Investment Analyst
Required CredentialsBachelor's degree in finance, economics, or related field; certifications like CFA Level I beneficialBachelor's degree in finance, economics, or related field; CFA Level I often preferred
Work EnvironmentFinancial firms, asset management companies, or investment firms; primarily office or remoteFinancial institutions, research firms, or investment companies; mainly remote or office
Employer & Industry UsageUsed in asset management, mutual funds, and hedge fundsCommon in investment banks, research firms, and asset management

The main difference is that a Remote Entry Level Portfolio Manager is responsible for managing investment portfolios and making asset allocation decisions, while a Remote Investment Analyst focuses on researching and analyzing investment opportunities. Both roles require similar educational backgrounds and certifications, but the Portfolio Manager has a broader responsibility for portfolio performance.

What are the key skills and qualifications needed to thrive as a remote entry level portfolio manager, and why are they important?

To thrive as a Remote Entry Level Portfolio Manager, you need a solid understanding of financial principles, investment analysis, and a bachelor's degree in finance, economics, or a related field. Familiarity with portfolio management software, data analysis tools like Excel, and optionally FINRA or CFA certifications are valuable. Strong analytical thinking, attention to detail, and effective virtual communication are crucial soft skills for collaborating with clients and team members remotely. These abilities ensure accurate portfolio oversight, informed decision-making, and strong client relationships in a digital work environment.
What are popular job titles related to Remote Entry Level Portfolio Manager jobs in Missouri? For Remote Entry Level Portfolio Manager jobs in Missouri, the most frequently searched job titles are:
What job categories do people searching Remote Entry Level Portfolio Manager jobs in Missouri look for? The top searched job categories for Remote Entry Level Portfolio Manager jobs in Missouri are:
What cities in Missouri are hiring for Remote Entry Level Portfolio Manager jobs? Cities in Missouri with the most Remote Entry Level Portfolio Manager job openings:
Remote Entry Level Portfolio Manager jobs near you

Remote Entry Level Sales Representative

Stratford Davis

Saint Louis, MO • Remote

$85K - $150K/yr

Full-time

Medical, Dental, Vision, Life

This job post has expired today. Applications are no longer accepted.

Job description

Step into a flexible, growth-focused role where you can jumpstart your career while making a meaningful impact by helping individuals and families plan for their financial future. As a Remote Entry Level Sales Representative, you will work directly with prospective clients to understand their needs, present strategic recommendations, and guide them toward informed financial decisions. Using a wide range of proven tools and resources, you’ll create personalized solutions designed to support long-term success.

This role offers complete independence and uncapped growth potential, backed by structured onboarding, dedicated mentorship, and a strong support system designed for newcomers. What you achieve depends entirely on your drive, consistency, and ability to cultivate lasting client relationships.

What You’ll Do
  • Business Generation: Identify and generate new business opportunities through active outreach, networking, and direct client connections.
  • Virtual Consultations: Conduct virtual meetings with clients to assess their current financial situations and future goals.
  • Customized Solutions: Develop and present tailored strategies that align directly with client needs.
  • Relationship Building: Foster trust and long-term client relationships by offering continuous support and value.
  • Professional Growth: Stay informed on industry trends, product offerings, and compliance standards through ongoing training.
  • Ethics & Excellence: Maintain high standards of professionalism, accountability, and integrity in all client interactions.
What We’re Looking For
  • A Passion for Helping Others: A genuine interest in helping people improve their financial well-being.
  • Strong Communication: Excellent verbal, written, and interpersonal skills.
  • Drive & Ambition: A goal-oriented, self-motivated mindset eager to thrive in a commission-driven, performance-based environment.
  • Time Management: The ability to stay organized, manage your schedule, and work effectively from a remote setup.
  • High Integrity: Strong professional values and sound ethical decision-making.
  • No Experience Needed: Prior experience in sales, finance, or customer service is a plus, but not required—we will train the right candidate!
Compensation & Perks
  • Commission-Based Opportunity: 100% performance-based commission structure offering unlimited earning potential, your effort directly determines your income.
  • 100% Remote Flexibility: Enjoy the freedom of working remotely with complete control over your schedule.
  • Comprehensive Training: Full access to step-by-step onboarding, dedicated mentorship, and continuous professional development.
  • Supportive Team Culture: Join a collaborative network of mentors and peers invested in your success.
  • Benefits & Coverage: Life insurance coverage and access to healthcare exchange plans (medical, dental, vision).
  • Incentives & Bonuses: Eligibility for performance bonuses, quarterly recognition programs, and top-producer rewards.
  • Incentive Travel: Opportunities to qualify for sponsored trips and exclusive experiences based on sales results.
How to Apply

If you're an ambitious individual ready to control your income potential in a rewarding remote sales career, apply today with your resume and a brief note on why you're a great fit. Qualified candidates will be contacted to schedule an initial interview.