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Found 1 California job for open / negotiable
Analysing, backtesting and evaluating complete spectrum of financial products. Preparing product presentations. Reviewing the client portfolio.
Looking for analytically minded, detail and solution oriented people who are passionate about Wealth Management and solving for client needs.
INDWealth is looking for a Financial Research/Portfolio Analyst with an experience of minimum 2 years. The individual will be a part of the advisor...
The position is primarily focused on acquiring new clients and retaining existing revenue-generating client relationships.