Senior Portfolio Advisor for HNW/UHNW Wealth
CFA Institute
CFA Institute is seeking a Portfolio Advisor in Chicago, IL, responsible for managing investment activities for high net worth clients. The ideal candidate will have a minimum of 6 to 8 years of experience in wealth management and hold a CFA designation. This role involves analyzing investment strategies, collaborating with the client service team, and continuously providing feedback for improvement in service delivery. The position also offers a comprehensive benefits package. #J-18808-Ljbffr
Vacancy posted 1 day ago
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