Private Wealth Management Firm Passed CFA Level III (Charter Pending) jobs in Full Time
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Managing relationships, undertake client portfolio analysis, recommend strategies, evaluate and update the financial market trends and opportunities.
Besides Business development, candidate will regularly interact with the wealth managers, enabling person to gain insights into client management.
The Senior Wealth Advisor (SWA) is responsible for providing financial planning services and investment solutions to the firm’s clients.
Seeking an ambitious individual to learn all aspects of emerging asset mgmt firm. Full-time position and merit-based equity ownership. Greater Seattle
Boutique Beverly Hills investment advisor is seeking a highly motivated professional to serve as an investment counselor.
Provide marketing and portfolio managers; other key stakeholders with product analysis, expertise, content for market and regulatory communications.