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Portfolio Manager
Alexander Technology Group
Any Location, MA
Category
Finance
Apply for Job
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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