Dynasty Financial Partners, LLC
Client Portfolio AVP: Portfolio Analytics & RIA Support
Dynasty Financial Partners, LLC, Virginia State University, Virginia, us, 23806
A leading financial services firm in Virginia seeks a Client Portfolio Manager AVP to support investment management and client coverage. This position requires 3-5 years of experience in investments or client service, a Bachelor's degree in finance or economics, and strong communication skills. Responsibilities include preparing proposals, contributing to market research, and maintaining client relationships. The firm offers comprehensive benefits including health, vision, and retirement plans.
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