About this role
Role Overview
- Oversee investment portfolios for high net worth clients
- Recommend portfolio adjustments based on market trends
- Maintain relationships with clients and provide personalized advice
- Ensure compliance with regulatory standards
Requirements
- 5+ years of experience in investment management
- Strong knowledge of asset allocation strategies
- FINRA Registrations
- University degree preferred
Benefits
- Health insurance
- Retirement plans
- Paid time off
- Flexible work arrangements
- Professional development opportunities