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Associate Wealth Advisor
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Full-time
- Leading Asset Management firm has an excellent opportunity available for an Associate Wealth Advisor.
- This role will work closely with Senior Wealth Advisors and serve as the strategic liaison in helping to identify ultra high net worth prospects.
- Working with tax and estate planning professionals in the process of supporting the business development process.
- Will be trained and expected to become proficient in asset allocation modeling, investment portfolio analysis, fixed income portfolio analysis, tax transition portfolio analysis.
- MBA required; CFA preferred.
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