
Portfolio Solutions Analyst I
Citizens, Naples, FL, United States
A financial services firm in Naples is seeking an Investment Support Analyst to help Wealth Advisors in constructing and maintaining client investment portfolios. The role requires strong interest in markets and portfolio best practices, and may involve obtaining FINRA licenses. Responsibilities include coordinating client referrals and maintaining expert knowledge of investment products. This position offers a salary range of $33-$36 per hour, working Monday to Friday, 40 hours a week. Join a diverse and committed team dedicated to client success.
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