HNW Portfolio Strategist: Tailored Investment Solutions

A financial services firm in Tempe, AZ is seeking an Associate Portfolio Strategist to assist in implementing investment strategies aligned with clients' financial plans. The role requires a Bachelor's degree and experience in financial services, along with licenses such as Series 7 and 66 within six months. Ideal candidates are expected to engage deeply with clients, utilizing strong analytical skills and technical knowledge to deliver personalized investment solutions. The position offers a competitive benefits package and emphasizes work-life balance. #J-18808-Ljbffr