Asset Management Portfolio Manager serves as a Portfolio Manager for assigned managed accounts. Primary Responsibilities... Manages a book of either Private Wealth or Institutional Clients by serving as the Portfolio Manager Works with clients...
, CFA, CFP, & CIMA a plus) FINRA Series 7 and 63/65 or 66 required for role A current understanding (or strong desire... to navigate the sophisticated investment world by providing them with portfolio building and fund selection guidance. Delivering...