Client-Centric Portfolio Management Associate

A leading financial services firm in Louisville, Kentucky is seeking Portfolio Management Associates to provide exceptional service and support to Financial Advisors and Private Wealth Advisors. Candidates should have strong interpersonal skills, knowledge of financial services products, and experience in a relevant field. This role includes responsibilities such as developing financial plans, preparing client reports, and executing marketing strategies. A four-year degree and Series 7 and 66 licenses are required, making this position ideal for motivated individuals seeking growth. #J-18808-Ljbffr