Strategic Portfolio Advisor

A financial services firm in Charlotte, NC is seeking a Portfolio Strategist to support its consulting clients through effective communication of investment strategies and solutions. The role requires a Bachelor's degree in a relevant field and CFA designation, with responsibilities including client relationship management, portfolio analysis, and market research. Ideal candidates will have strong analytical and communication skills to build relationships with financial advisors and provide tailored portfolio solutions. This position emphasizes a collaborative approach to investment management, ensuring alignment with client goals. #J-18808-Ljbffr