Wealth Portfolio Associate
EP Wealth Advisors, LLC
EP Wealth Advisors, LLC in Torrance, CA is seeking an Associate Portfolio Manager to work closely with Senior Portfolio Managers to manage investments of client accounts. The role emphasizes client service, organization, and collaboration in a team focused on integrity, entrepreneurship, excellence and community. Key duties include administering investments, supporting trading and portfolio management, monitoring asset allocation, generating reports, coordinating with compliance, and entering #J-18808-Ljbffr EP Wealth Advisors, LLC
Vacancy posted 2 days ago
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