Portfolio Advisor jobs in Buffalo, NY

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2018 - Career Services Advisor

Bryant & Stratton College - 255 reviews - Orchard Park, NY 14127
Integrate Career Services into the student’s academic experience through participation in set coursework and the portfolio process....

Private Client Investment Advisor- Buffalo New York

M&T Bank - 907 reviews - Buffalo, NY
Private Client Investment Advisor- Buffalo New York-3DEM2. Implements Wilmington Trust's investment methodology in all assigned portfolios....

Premier Advisor

CITIZENS BANK - 1,708 reviews - East Amherst, NY
Become the trusted advisor to clients, through consistency, credibility, and responsiveness. The incumbent will have responsibility and accountability to...

ANCILLARY PRODUCTS ANALYST

NRG Energy - 189 reviews - Buffalo, NY
Energy industry by delivering cleaner and smarter energy choices, while building on the strength of the nation’s largest and most diverse competitive power...

Wealth Management Associate

Morgan Stanley - 2,215 reviews - Williamsville, NY
Conducts quarterly/annual business performance reviews in conjunction with the Financial Advisor. Attends seminars or client meetings with Financial Advisor and...

Portfolio Manager or Senior Portfolio Manager, IPG

KeyBank - 1,081 reviews - Buffalo, NY
Required Qualifications - Portfolio Manager. Required Qualifications - Senior Portfolio Manager. The Portfolio Manager provides relationship management support...

Administrative Assistant - $15 per hour

Clark & Company Wealth Management, LLC - Hamburg, NY 14075
$30,000 a year
Investment Support – execute trades when necessary, portfolio rebalancing, money movement requests for clients, basic financial reporting....
Easily apply

Administrative Assistant - Investment Management

Clark & Company Wealth Management, LLC - Hamburg, NY 14075
$38,000 - $42,000 a year
Investment Support – execute trades when necessary, portfolio rebalancing, money movement requests for clients, basic financial reporting....
Easily apply

Managed Account Sales Support Specialist

M&T Bank - 907 reviews - Buffalo, NY
Have thorough knowledge of Wilmington Trust Portfolio Architect Managed Account program; Engages with Financial Advisors and MTS Sales Management on a daily...

Senior Relationship Manager

Bank of America - 19,500 reviews - Buffalo, NY 14202 (Central Business District area)
Demonstrated management of an extensive portfolio of middle market clients with revenues greater than $50 million and the ability to successfully manage...