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Wealth Management Plus

Website
Telephone
586-997-1575
Location
12900 Hall Road
Ste 390
Sterling Heights
Sterling Heights
Michigan
48313
US

Established Wealth Management firm with a track record of growing through Mergers and Acquistions.  Looking to expand our team with a CFA candidate.  This individual would be responsible for portfolio design and build tasks for our team of Financial Advisors.  Secondarily, the candidate would assist with financial modeling and due dillegence for M&A activities of the firm.

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