Senior Wealth Strategy

A financial advisory firm is seeking a Senior Portfolio Manager to lead investment strategies and manage client portfolios. This role involves overseeing asset allocation, risk management, and compliance with regulations, while also engaging with clients and contributing to business development. Candidates must have a CFA and Series 7 license, with at least...

A financial advisory firm is seeking a Senior Portfolio Manager to lead investment strategies and manage client portfolios. This role involves overseeing asset allocation, risk management, and compliance with regulations, while also engaging with clients and contributing to business development. Candidates must have a CFA and Series 7 license, with at least...

A financial advisory firm is seeking a Senior Portfolio Manager to lead investment strategies and manage client portfolios. This role involves overseeing asset allocation, risk management, and compliance with regulations, while also engaging with clients and contributing to business development. Candidates must have a CFA and Series 7 license, with at least...

Join to apply for the Wealth Advisor role at Nicola Wealth Join to apply for the Wealth Advisor role at Nicola Wealth Get AI-powered advice on this job and more exclusive features. About Nicola Wealth:We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, our diversified private investment funds and their exceptional...

Requisition ID: 241753Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.PurposeThis position is a trusted advisor of private wealth services that meet high net worth client's short- and long-term holistic wealth management and investment growth goals, through a firm wide investment strategy and a...

Join to apply for the Wealth Advisor role at Nicola WealthJoin to apply for the Wealth Advisor role at Nicola WealthGet AI-powered advice on this job and more exclusive features.About Nicola Wealth:We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, our diversified private investment funds and their exceptional performance,...

Join to apply for the Wealth Advisor role at Nicola WealthJoin to apply for the Wealth Advisor role at Nicola WealthGet AI-powered advice on this job and more exclusive features.About Nicola Wealth:We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, our diversified private investment funds and their exceptional performance,...

Join to apply for the Chief of Staff, Private Wealth role at Nicola Wealth . About Nicola Wealth We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, our diversified private investment funds and their exceptional performance, our 99% client retention rate and our award‑winning culture, combine to position us as a national...

Join to apply for the Chief of Staff, Private Wealth role at Nicola Wealth. About Nicola Wealth We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, our diversified private investment funds and their exceptional performance, our 99% client retention rate and our award‑winning culture, combine to position us as a national...

About Nicola Wealth: We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, our diversified private investment funds and their exceptional performance, our 99% client retention rate and our award‑winning culture, combine to position us as a national leader in wealth management. Recognized as a Best Managed Company and one of...