Private Wealth Management Firm Passed CFA Level III (Charter Pending) Full Time jobs in Masters
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Found 3 jobs for open / negotiable
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.
Boutique Beverly Hills investment advisor is seeking a highly motivated professional to serve as an investment counselor.