In this role, the successful candidate will partner with internal portfolio decision-makers, auxiliary research teams, client service associates, and a professional sales team to give clients the best service possible.
Build trusting relationships with clients and educate them on portfolio strategy, their investments, and important market events.
Proactively connect with clients on a quarterly basis to review their asset allocation and ensure they're on the right track towards their long-term financial goals.
Unless noted above, applicants MUST be authorized to work in the US without Visa Sponsorship. US citizens and Green Card holders ONLY. We do not provide relocation assistance for those living outside the continental US. Please only click apply if you meet the specific requirements of the job listing, you are able to work in the location listed, and are comfortable with the salary range indicated above. Thanks for your interest. We look forward to working with you.
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