Wealth Management Private Wealth Management Firm Passed CFA Level II jobs in Full Time
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Besides Business development, candidate will regularly interact with the wealth managers, enabling person to gain insights into client management.
COUNTRY Financial is seeking an experienced Portfolio Manager to join the Wealth Management team in our Bloomington, IL home offices.
Analysing, backtesting and evaluating complete spectrum of financial products. Preparing product presentations. Reviewing the client portfolio.
To apply please visit our website listed in posting. Application inquires or questions please contact Erin Ballard at firstname.lastname@example.org.
The successful candidate's focus should be on providing clients with exceptional advice and service, and a skill set to match. The position can be PT.