Private Wealth Management Firm Passed CFA Level III (Charter Pending) Full Time jobs in Bachelors
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We are currently seeking a candidate who has strong relationship management skills, the ability to meet with client and present performance reports.
VP of Investment Platform will work to develop and promote proprietary models. VP will also be a resource to Investment Advisor Representatives.
The role is an integral component of the relationship team and will learn the application of holistic, goals-based wealth and investment management.
Product Review Overview: Product Review's mission is to help clients achieve their financial goals by ensuring the products the firm offers align w...