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Client Portfolio Manager (Full-Time)

Waldron Private Wealth · Plymouth, MI

Employment type

Full-time

Work setting

On-site

Location

Plymouth, MI

Schedule

Day shift

Posted

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Job overview

The Client Portfolio Manager (Full-Time) position is an onsite role located in Plymouth, MI. Compensation is not specified, and this role supports the investment team at Waldron Private Wealth. This role exists to manage client investment portfolios, including rebalancing and performance analysis. It contributes to the team's goals by ensuring portfolio strategies align with client objectives and risk tolerance.

What we're looking for

Skills & competencies
full-time
day shift
plymouth mi
waldron private wealth
finance
portfolio management
investment
wealth management
cfa
cfp
Work arrangement
  • Weekend coverage required

Benefits & perks

  • Not specified

About the employer

Waldron Private Wealth is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.

Additional details

Industry sector
52
Industry
Portfolio Management and Investment Advice
Occupation code
13-2052.00
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