OmahaNERecruiter Since 2001
the smart solution for Omaha jobs

Portfolio Manager

Company: Renaissance Financial
Location: Omaha
Posted on: March 27, 2020

Job Description:

The mission of this position is to assist the financial advisor and team members with management of existing investment advisory book of business.----Primary Responsibilities:Review existing portfolios and make recommendationsBuild new portfolios for clientsMonitor market trendsCommunicate with clients about their financial positionOther duties may be assigned to meet the business needs.----Essential Characteristics:High level of interpersonal skills to handle sensitive and confidential situationsThis position requires demonstrated poise, tact and diplomacyAbility to interact and communicate with individuals at all levels of the organizationWork requires attention to detail in such things as composing, typing and proofing materials, establishing priorities and meeting deadlinesWork in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demandsFlexibility for travel to firm meetingsAbility to problem solveSelf-starter and motivatedEducation, Training & Experience:College degree5 years of industry experienceBackground in portfolio analysis--Licenses & Certifications:Series 7Series 66 or Series 63 & 65CFA within 3 yearsComputer Equipment and Software:----Proficiency in the use of computer programs for:WordExcelOutlookInternetPowerPoint--Proficiency in the use of office equipment:ComputerVoice messaging systemsFaxPhoto copierTyping of at least 50 wpmWorking Conditions:Professional office environmentStandard work week--Chad Rutar is a Registered Representative and Investment Advisor Representative of Securian Financial Services. Securities and Investment Advisory Services offered through Securian Financial Services, Inc. FINRA/SIPC. Renaissance is independently owned and operated. 12801 Pierce St, Suite 300, Omaha, NE 68144 2959698 DOFU 02-2020

Keywords: Renaissance Financial, Omaha , Portfolio Manager, Executive , Omaha, Nebraska

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category
within


Other Executive Jobs


Woodshop Director
Description: CAMP COBBOSSEE WOODSHOP DIRECTOR FOR SUMMER 2020 One of the oldest camps in the nation, Camp Cobbossee est. 1902 is looking for a Woodshop Director for the summer of 2020. We are situated on a stunning (more...)
Company: Camp Cobbossee for Boys
Location: Omaha
Posted on: 03/29/2020

Treasury Manager
Description: JCW is currently working on a Treasury Manager role with a growing commodities firm. The qualified candidate will have 2 direct reports and responsibility overseeing
Company: JCW
Location: Omaha
Posted on: 03/31/2020

IS Agile Project Manager
Description: You have the attention to detail and organizational skills to successfully plan, execute and deliver on a range of technology solutions. As a talented Agile expert, you have the ability to effectively (more...)
Company: Mutual of Omaha
Location: Omaha
Posted on: 03/29/2020


Assistant Site Manager
Description: br br Assistant Site Manager br br br br of openings br br 1 br br br br City br br br br Lincoln br br br br State/Territory br br br br Nebraska br (more...)
Company: Storagemart
Location: Lincoln
Posted on: 03/31/2020

Crop Insurance Account Manager
Description: Crop Insurance Account ManagerFarmers National Company We are looking
Company: Farmers National Company
Location: Omaha
Posted on: 04/1/2020

Engagement Manager
Description: Job TitleEngagement ManagerJob PurposeDo you have a passion for Project Program Management Do you have a passion for collaborating with people and helping them achieve their vision Then you will have (more...)
Company: Fiserv
Location: Omaha
Posted on: 03/29/2020

Client Manager
Description: Hospital Account Manager - Client Manager About the Job LRS Healthcare, a leader in the Healthcare Staffing industry, is looking for self-motivated, energetic, and charismatic individuals to apply for (more...)
Company: LRS Healthcare
Location: Omaha
Posted on: 03/31/2020

Director of Dev and Operations
Description: Are you looking for an opportunity to be in a super cool environment and build a new team to move into the cloud This is the place for you This person will be responsible for Mentor and motivate a diverse (more...)
Company: Advantage Tech, Inc.
Location: Bellevue
Posted on: 03/31/2020

Director Project Management Office
Description: The Project Management Office PMO Director will join a fast-paced technology team to create a world-class PMO. We're looking for an excellent communicator able to manage a portfolio of projects and (more...)
Company: Medical Solutions
Location: Omaha
Posted on: 03/31/2020

Strategic Partnerships Manager - Minneapolis, MN.
Description: building a better future for individuals, communities, and our country and you re committed to working hard to play your part in building that future consider WGU as the next step in your career. Driven (more...)
Company: Western Governors University
Location: Omaha
Posted on: 03/29/2020

Log In or Create An Account

Get the latest Nebraska jobs by following @recnetNE on Twitter!

Omaha RSS job feeds