Portfolio Operations Associate — Evidence‑Based Investing
Northstar Financial Planning
Northstar Financial Planning, a fiduciary wealth-management firm, seeks an Investment Associate to support portfolio management and client service. You will rebalance client portfolios, leverage Eclipse, and implement tax-efficient strategies. The role emphasizes collaboration with advisors, developing investment proposals, and maintaining client reporting. Competitive base pay and benefits accompany a flexible, client-focused team. #J-18808-Ljbffr Northstar Financial Planning
Vacancy posted 4 days ago
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