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Investment Specialist: Private Credit, Strategy & Education

Madison Professional Group

Madison Professional Group, a boutique wealth advisory partnering with a Frisco-area RIA, seeks an Investment Specialist to join the team. You will manage in-house models, perform research across public and private markets, and develop thoughtful investment recommendations for high-net-worth clients. The role blends portfolio construction, market analysis, and client strategy, requiring clear communication with advisors and clients, plus the creation of educational content. #J-18808-Ljbffr Madison Professional Group

Vacancy posted 3 days ago
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