A leading financial services firm in Tempe, AZ seeks an Associate Portfolio Strategist to assist in implementing client investment strategies. The role requires a Bachelor's degree, analytical skills, and the ability to provide tailored investment advice. Candidates should obtain Series 7 and 66 licenses within six months. This position involves collaborating closely with financial advisors to meet high-net-worth client needs. A hybrid work environment is provided, with a focus on ensuring excellence in client service and investment solutions.
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