Advisor-Facing Portfolio Strategist

A growing financial services firm headquartered in Ohio is seeking a Portfolio Strategist to enhance its advisory operations. The role involves supporting advisors with client management, conducting investment analyses, and ensuring alignment with investment policies. Ideal candidates possess a solid foundation as a Registered Investment Advisor with experience in portfolio management. Professional designations like CFP or CFA are preferred, making this a robust opportunity for those aiming to develop their careers in investment advisory. #J-18808-Ljbffr