Wealth Management: Associate Portfolio Manager & Client Services

A financial services firm in Miami seeks an Associate Portfolio Manager to assist Portfolio Managers with investment plans and client services. The ideal candidate will have over 5 years of experience in financial services along with a related Bachelor's degree. Responsibilities include monitoring trade executions, supporting communications, and maximizing PM time management. Benefits include medical and vision insurance, a 401(k), and family leave. This full-time position is suited for those with strong financial planning knowledge.

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