Portfolio Manager

Alexander Technology Group
Any Location, MA
Category Finance
Job Description
The Portfolio Manager role involves identifying and pursuing new business opportunities, developing and presenting customized financial models and investment strategies, and mentoring associate advisors.

Requirements

  • 8-10 years' experience in a Financial Advisor role
  • CFA or CFP designation
  • Experience working with High Net Worth Clients and a strong background in Business Development

Benefits

  • $140K-160K + 20% Bonus
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