VirtualVocations
via Talent.com
Series 65 Licensed Portfolio Analyst
Compensation
$NaNK - NaNK a year
Responsibilities
Support and enhance investment advisory services and client outcomes.
Requirements
Bachelor's in Finance or related field, 6+ years in investments, Series 65 license, CFA progress is a plus, high ethical standards.
Full Description
A company is looking for a Portfolio Analyst Manager to lead the Portfolio Consulting Analyst team and enhance investment support for advisors. Key Responsibilities Provide investment support to advisors to enhance growth and client retention Assist in onboarding and transitioning assets while supporting senior Portfolio Consultants Participate in initiatives to improve the investment advisory platform and client outcomes Required Qualifications and Education Bachelor's degree in Science, Economics, Finance, or a related field 6 years of experience in investments or financial products analytics Series 65 license required; Series 7 preferable Progress towards CFA designation is a plus Commitment to high ethical standards and professional interactions
This job posting was last updated on 12/15/2025
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