Senior Wealth Advisor & Portfolio Manager
CLUTINGER, WILLIAMS & VERHOYE, INC
CLUTINGER, WILLIAMS & VERHOYE, INC is seeking a Portfolio Manager/Wealth Advisor in San Diego, California. This role involves managing client portfolios, conducting market research, and developing client relationships within a collaborative team environment. The ideal candidate will have 3–5+ years of relevant experience and a Bachelor’s degree in Finance or Economics. Preferred qualifications include CFA or CFP designations. The position offers significant growth opportunities in a stable firm. #J-18808-Ljbffr CLUTINGER, WILLIAMS & VERHOYE, INC
Vacancy posted 3 days ago
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