About this role
Role Overview
- Oversees investment portfolios and delivers personalized advice
- Recommends portfolio adjustments to grow client’s net worth
- Executes securities transactions in client portfolios
- Evaluates performance of investment portfolios
- Maintains client relationships
- Provide input into investment models and allocation frameworks
Requirements
- 5+ years working directly with wealth management clients
- 7+ years preferred
- CFA, CFP Certification
- University Degree
Benefits
- superior retirement program
- highly competitive health, wellness and work life offerings