Onsite Investment Portfolio Analyst

A financial services firm located in Locust Valley, New York is seeking a candidate for a 100% onsite role. The ideal applicant will manage client relationships and prepare presentations related to financial markets. Essential qualifications include the SIE and Series 7 licenses, with Series 63, 65, and/or 66 as required by state. Candidates should be proficient in strategic planning and effective communication. If you're eager to work in a fast-paced environment, this is the opportunity for you. #J-18808-Ljbffr