Portfolio Advisor recruitment
An effective candidate will possess the skills and licensing to perform the following functions within our team:Preparation and review of client account performance reportsMarket research as part of both ongoing portfolio monitoring and rebalance and new business proposal preparationClient query responseIndividual client financial plan development (including full financial planning, lead advisor planning support, or paraplanning)General support of portfolio and investment strategiesFace private wealth and business clients with well prepared talking pointsReview and maintenance of account transactions Read more […]
March 5, 2012
• Tags: Asset Management careers in the USA, Portfolio Advisor recruitment • Posted in: Financial • Comments Off on Portfolio Advisor recruitment