Senior Wealth Advisor - Investment Strategy
CFA Institute
East West Advisors LLC in Los Angeles (Beverly Hills), CA, seeks a Wealth Advisor at VP/SVP level to help set investment policy, implement it across client portfolios and present clear explanations to clients. This hybrid, client-facing role blends research, portfolio construction and education, with strong emphasis on instrumenting AI-driven insights and building scalable reporting on the Fidelity platform. #J-18808-Ljbffr CFA Institute
Vacancy posted 5 days ago
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