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Portfolio Advisory Group Strategist
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- work in support of a senior portfolio strategist to deliver customized portfolio construction adviceto financial advisors and their ultra-high net worth clients/prospects
- collaborate with key partner groups such as estate planning, philanthropy, banking, etc.
- Your teamYou will be a Portfolio Strategist in the Portfolio Advisory Group ("PAG").
- We provide investment advice to Financial Advisors and Ultra High Net Worth clients and prospects, delivering the firm's intellectual capital and capabilities on asset allocation, portfolio construction and product/platform fulfillment.
- That’s why we are committed to fostering and advancing diversity, equity, and inclusion.
Expired 6 days agoInactive Job
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