Portfolio Management Associate

What you’d do

Support Financial Advisors and Private Wealth Advisor teams by entering and adjusting client asset allocations and preparing client reports from firm-approved systems. Full time role requiring market and economic knowledge. Found on the employer's careers page on Oct 12, 2026. Apply through the link.

You’ll need

• 2+ years of experience in a relevant field
• Active Series 7 (GS) and Series 66 (AG/RA), or Series 63 (AG) and Series 65 (RA)
• Four-year college degree or professional certification preferred
• Understanding of market conditions and economic outlook
• Additional product licenses may be required