10 portfolio manager jobs at 10 companies in Eldon, MO
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Portfolio Manager
Jefferson City, Missouri, United States
OnsiteFull Time
Central BancompanyNASDAQ: CBC: Regional banking, commercial lending, and wealth management services provider.
7+ YOEBachelor's degree required; 7+ years in financial services client-facing role; ability to present complex investment topics; strong interpersonal and communication skills. CFA/CFP and graduate degree (MBA/MS Finance) preferred.
Flat Branch Home Loans: Provides residential mortgage lending and home financing services.
1+ YOE1-3 years design experience, portfolio required; proficiency with Adobe Creative Cloud, Microsoft Word/PowerPoint, and Canva; strong organization, time management, and communication skills.
Adobe Creative Cloud (Illustrator, InDesign, Photoshop, Acrobat), Microsoft Word, Microsoft PowerPoint, Canva, AI-powered creative tools
Financial Services Representative - State Farm Agent Team Member
Fulton, Missouri, United States
$42k-$62k/yrOnsiteFull Time
Don Woodson State Farm: Local insurance and financial services provider in Missouri.
3+ YOE3+ years in financial services, strong analytical and communication skills, consultative sales of financial products, portfolio management and financial reviews; FINRA Series 7 and 63 preferred, compliance knowledge.
First State Community Bank: Community-focused personal and business banking and financial services.
Bachelor's degree required. FINRA Series SEI, 7 & 66 and Life & Health Insurance license required or ability to obtain within 6 months. Client-facing, portfolio management, and financial planning skills.
Columbia College: A private college providing undergraduate and graduate education and supporting institutional advancement.
Lead fundraising and donor relations to secure $1.5M+ annually, manage a portfolio of 100–125 prospects, supervise advancement staff, travel regionally/nationally; bachelor\u0002s required, master\u0002s preferred, strong communication and database proficiency.
Atlanta or Denver or Edwardsville or New York or Washington or Birmingham or Boston or Chattanooga or Chicago or Charleston or Dallas or Fort Lauderdale or Fort Worth or Houston or Jefferson City or Kansas City or Los Angeles or Miami or Nashville or Park City or Philadelphia or Phoenix or Raleigh or Seattle or San Francisco or Salt Lake City or St. Joseph or St. Louis or Wilmington
$75k-$95k/yrOnsiteFull Time
Polsinelli: Am Law 100 law firm providing comprehensive legal services.
5+ YOE5+ years IP docketing experience in a law firm; working knowledge of USPTO/PCT/international rules, MPEP/CFR; CPi and Microsoft Word/Excel/Outlook proficiency; strong attention to detail and portfolio management skills.
CPi, Microsoft Word, Microsoft Excel, Microsoft Outlook