Pwm senior portfolio manager Job at U.S. Bank National Association (Bozeman)

Senior Wealth Advisor

The Senior Wealth Advisor SAFE Act is a seasoned professional role focused on cl...

Location

United States , Miami

Salary:

70000.00 USD / Year

Citi

Expiration Date

Until further notice

Requirements

5-8 years of experience
Experience in a proactive, successful sales and service role in the financial services industry
Strong analytical and financial skills
Strong verbal and written communication skills
Organized with strong attention to detail
Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience in financial planning software preferred
Basic understanding of investment and financial planning strategies preferred
Must be a self-starter, problem solver and a goal-oriented team player able to work without direction
Securities Industry Essentials – SIE - Active Series 7, 66 (or 63 and 65) licenses
Group 1 insurance

Job Responsibility

Build relationships with new clients with the goal of bringing in new bank and brokerage assets
Deepen relationships with existing clients in PWM and Retail bank through the use of financial planning and excellent discovery and profiling skills
Respond to referrals and introductions generated through business partners and recommend the best offering to clients based on client profiling and suitability assessments
Make securities recommendations and provide investment advice to clients through a select number of solutions using firm models & research
Master referral opportunities to grow portfolio
Refer opportunities to segment partners where appropriate (including, but not limited to Senior Wealth Advisor, Small Business Partners, Home Lending Officer, etc.)
Acquire new clients through converting referral leads
Manage client follow-up and adhere to all Regulatory and Compliance operating procedures
Ensure that KYC/AML and other compliance norms are strictly adhered to
Partner with all roles on branch team to ensure all clients have a positive in-branch experience

What we offer

Medical, dental & vision coverage
401(k)
Life, accident & disability insurance
Wellness programs
Paid time off packages including vacation, sick leave, and paid holidays.

Fulltime

Senior Wealth Advisor

The Wealth Relationship Advisor SAFE Act is a seasoned professional role. This p...

Location

United States , Brooklyn

Salary:

70000.00 USD / Year

Citi

Expiration Date

Until further notice

Requirements

5-8 years of experience
experience in a proactive, successful sales and service role in the financial services industry
strong analytical and financial skills
strong verbal and written communication skills
organized with strong attention to detail
knowledge of Microsoft Office (Excel, Outlook, and Word) and experience in financial planning software preferred
basic understanding of investment and financial planning strategies preferred
must be a self-starter, problem solver and a goal-oriented team player able to work without direction
Securities Industry Essentials – SIE - Active Series 7, 66 (or 63 and 65) licenses
Group 1 insurance

Job Responsibility

Build relationships with new clients with the goal of bringing in new bank and brokerage assets
deepen relationships with existing clients in PWM and Retail bank through the use of financial planning and excellent discovery and profiling skills
respond to referrals and introductions generated through business partners and recommend the best offering to clients based on client profiling and suitability assessments
make securities recommendations and provide investment advice to clients through a select number of solutions using firm models & research
master referral opportunities to grow portfolio
refer opportunities to segment partners where appropriate (including, but not limited to Senior Wealth Advisor, Small Business Partners, Home Lending Officer, etc.)
acquire new clients through converting referral leads
manage client follow-up and adhere to all Regulatory and Compliance operating procedures
ensure that KYC/AML and other compliance norms are strictly adhered to
partner with all roles on branch team to ensure all clients have a positive in-branch experience

What we offer

medical, dental & vision coverage
401(k)
life, accident, and disability insurance
wellness programs
paid time off including vacation, sick leave, and paid holidays

Fulltime

Senior Wealth Advisor

The Wealth Relationship Advisor SAFE Act is a seasoned professional role requiri...

Location

United States , Greenburgh

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

5-8 years of experience
experience in a proactive, successful sales and service role in the financial services industry
strong analytical and financial skills
strong verbal and written communication skills
organized with strong attention to detail
knowledge of Microsoft Office (Excel, Outlook, and Word) and experience in financial planning software preferred
basic understanding of investment and financial planning strategies preferred
must be a self-starter, problem solver and a goal-oriented team player able to work without direction
Securities Industry Essentials – SIE - Active Series 7, 66 (or 63 and 65) licenses
Group 1 insurance

Job Responsibility

build relationships with new clients with the goal of bringing in new bank and brokerage assets
deepen relationships with existing clients in PWM and Retail bank through the use of financial planning and excellent discovery and profiling skills
respond to referrals and introductions generated through business partners and recommend the best offering to clients based on client profiling and suitability assessments
make securities recommendations and provide investment advice to clients through a select number of solutions using firm models & research
master referral opportunities to grow portfolio
refer opportunities to segment partners where appropriate (including, but not limited to Senior Wealth Advisor, Small Business Partners, Home Lending Officer, etc.)
acquire new clients through converting referral leads
manage client follow-up and adhere to all Regulatory and Compliance operating procedures
ensure that KYC/AML and other compliance norms are strictly adhered to
partner with all roles on branch team to ensure all clients have a positive in-branch experience

What we offer

medical, dental & vision coverage
401(k)
life, accident & disability insurance
wellness programs
paid time off packages including vacation, sick leave, and paid holidays

Fulltime

New

Store Manager in Training

The Store Manager In Training (SMIT) job is a development focused role that is c...

Location

United States , Santa Clarita

Salary:

18.50 - 28.67 USD / Hour

CVS Health

Expiration Date

March 15, 2026

Requirements

High School diploma or GED
Bachelor's Degree
Retail management experience, or experience as a CVS Supervisor
Willingness to accept a promotion to Store Manager role at any location in the designated market
Ability to transfer to other CVS Pharmacy stores located within the designated market
Ability to work a schedule that may vary based on business needs

Job Responsibility

Communicate well verbally and in writing to support and lead your team
Perform customer care duties to provide high levels of service
Execute merchandising strategies to support store sales growth
Manage the store inventory and assets to maintain profitability
Actively engage with your leader in Key Learning Experiences to support you on your path to promotion during the structured program
Support your store as management team member and lead in a manner that is consistent with CVS values and policies
Engage your colleagues in support of the company's purpose of 'helping people on their path to better health'
Be willing to accept promotion roles with the market that you work in

What we offer

Affordable medical plan options
401(k) plan (including matching company contributions)
Employee stock purchase plan
No-cost programs for all colleagues including wellness screenings, tobacco cessation and weight management programs, confidential counseling and financial coaching
Paid time off
Flexible work schedules
Family leave
Dependent care resources
Colleague assistance programs
Tuition assistance

Fulltime

New

Individual needs assistant (sen)

This part residential specialist school is committed to breaking down all barrie...

Location

United Kingdom , Hindhead, Surrey

Salary:

20400.00 - 23811.00 GBP / Year

Randstad

Expiration Date

March 10, 2026

Requirements

Relevant childcare, teaching assistant or care experience (Must be able to provide references)
Eligibility to work in the UK
Calm, nurturing and resilient individual
GCSE Maths and English or equivalent

Job Responsibility

Supporting learners on a 1:1, small group and whole class basis
Supporting the educational and general well being of SEN learners
Promoting, encouraging and creating a fun and engaging learning environment

What we offer

Incredible rates of pay + welcome bonus
Full training and continued support
Car lease scheme/bike to work scheme
Free onsite hot meals
Access to onsite facilities
Free parking
Fully equipped staff room with games/vending machines and relaxing recliners

New

Shift Supervisor

We’re building a world of health around every individual — shaping a more connec...

Location

United States , Cathedral City

Salary:

18.35 USD / Hour

CVS Health

Expiration Date

April 09, 2026

Requirements

Deductive reasoning ability, analytical skills and computer skills
Advanced communication skills and supervision skills
Ability to work a flexible schedule, including some early morning, overnight and weekend shifts, to work overtime as needed, and to respond to urgent issues at the store when they arise

Job Responsibility

Work effectively with store management and store crews
Supervise the store’s crew through assigning, directing and following up of all activities
Effectively communicate information both to and from store management and crews
Assist customers with their questions, problems and complaints
Promote CVS customer service culture. (Greet, offer help, and thank)
Handle all customer relations issues in accordance with company policy and promote a positive shopping experience for all CVS customers
Maintain customer/patient confidentiality
Price merchandise
Stock shelves
Execute the displays, sign and inventory of weekly, promotional, and seasonal merchandise

What we offer

Affordable medical plan options
401(k) plan (including matching company contributions)
Employee stock purchase plan
No-cost programs for all colleagues including wellness screenings, tobacco cessation and weight management programs, confidential counseling and financial coaching
Paid time off
Flexible work schedules
Family leave
Dependent care resources
Colleague assistance programs
Tuition assistance

Parttime

New

Pharmacy Intern - Grad

You’ve invested a lot of time and energy in your education. Now you want the cha...

Location

United States , Lone Tree, Colorado

Salary:

21.00 - 42.00 USD / Hour

CVS Health

Expiration Date

May 15, 2026

Requirements

PharmD graduate of a U.S. accredited program prior to beginning the Post-Graduate Training Program at CVS Health
Ability to obtain required pharmacist licensure within the required timeframe, per state guidelines. Failure to obtain required Pharmacist licensure within 120 days of graduation will result in separation of employment.
Must possess, or be in the process of obtaining, valid intern and/or technician licensure as required
Regular and predictable attendance, including nights and weekends
Ability to complete required training within designated timeframe
Attention and Focus: Ability to concentrate on a task over a period of time
Ability to pivot quickly from one task to another to meet patient and business needs
Ability to confirm prescription information and label accuracy, ensuring patient safety
Customer Service and Team Orientation: Actively look for ways to help people, and do so in a friendly manner
Notice and understand patients’ reactions, and respond appropriately

Job Responsibility

Complete a comprehensive training roadmap within 120 days of graduation designed to further your knowledge of store, district, and regional operations
Deepen your understanding of patient safety and error prevention, quality assurance drug utilization review (DUR), pharmacy professional standards such as corresponding responsibility and red flag detection
Assist the pharmacy team to ensure that pharmacy operations run smoothly, our patients’ prescriptions are filled promptly, safely, and accurately, and we are providing caring service that exceeds patient expectations
Learn to operate as part of the pharmacy team through consistent application of Standard Operating Procedures (SOPs), best practices, and effective communication
Demonstrate empathy and genuine care, and contribute to a safe and inclusive culture where all people feel valued and empowered
Living our purpose by following all company SOPs at each workstation to help our Pharmacists and Technicians manage and improve patient health
Following pharmacy workflow procedures at each pharmacy workstation (i.e., production, pick-up, drive-thru, and drop-off) for safe and accurate prescription fulfillment
Contributing to positive patient experiences by showing empathy and genuine care: creating heartfelt and personalized moments while serving patients at pick-up, drive-thru, and over the phone
keeping patients healthy by offering immunizations and other services at the register and over the phone
and demonstrating compassionate care by solving or escalating patient problems

New

Individual Needs Assistant

Are you ready to be part of the leading SEN school in the county, a place so rem...

Location

United Kingdom , Hindhead

Salary:

19982.00 - 22366.00 GBP / Year

Randstad

Expiration Date

March 10, 2026

Requirements

Relevant childcare, teaching assistant or care experience (Must be able to provide references)
Eligibility to work in the UK
Experience supporting children or adults with SEN needs (desirable)
Calm, nurturing and resilient individual
GCSE Maths and English or equivalent

Job Responsibility

Supporting learners on a 1:1, small group and whole class basis
Supporting the educational and general well being of SEN learners
Promoting, encouraging and creating a fun and engaging learning environment

What we offer

Incredible rates of pay + welcome bonus
Full training and continued support
Car lease scheme/bike to work scheme
Free onsite hot meals
Access to onsite facilities
Free parking
Fully equipped staff room with games/vending machines and relaxing recliners

Pwm senior portfolio manager

U.S. Bank National Association

Location:
United States , Bozeman ▼
Billings

Category:
Finance

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
February 20, 2026

Expiration:
February 27, 2026

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