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Private Wealth Management Portfolio Management Associate
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Full-time
- The Portfolio Management (PM) Associate is an integral member of a Wealth Management team who assists Financial Advisors / Private Wealth Advisors with developing financial plans and investment strategies based on client goals.
- Makes asset allocation recommendations to the group and sets up the portfolio in conjunction with the Financial Advisor / Private Wealth Advisor
- Determines scope of and performs necessary database and internet research, screenings, and produces monthly or quarterly reports using proprietary software
- Regularly meets with clients to discuss investment strategy options and perform market reviews with or on behalf of the Financial Advisor / Private Wealth Advisor
- Manages clients' estate, trust, retirement, and insurance objectives with the Financial Advisor / Private Wealth Advisor
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