Strategic Portfolio Manager & Investment Counselor
Psychbilling
Psychbilling is looking for a Portfolio Manager/Investment Counselor in New York. The role involves managing client investment portfolios, conducting securities research, and providing personalized financial advice. Candidates should have 5+ years of experience in RIAs or top-tier banks, an undergraduate degree plus CFA or CFP, and strong interpersonal skills. This full-time position emphasizes client relationships and investment strategies. #J-18808-Ljbffr Psychbilling
Vacancy posted 4 days ago
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