Portfolio Strategist for High-Net-Worth Clients

A leading financial services firm in Brookfield, WI, is seeking a Portfolio Specialist to manage and execute customized investment strategies for high-net-worth clients. This role demands excellent communication skills and a strong understanding of financial markets. Candidates should hold a Bachelor's degree in finance or economics and have 3+ years of related experience. The firm values teamwork and a vibrant culture and offers a comprehensive benefits package that includes medical insurance and professional growth opportunities. #J-18808-Ljbffr