Senior Investment Advisor | Client-Centric Wealth Management

4 weeks ago

Providence, United States FL Putnam Investment Management Full time

A financial services firm in Providence, Rhode Island is seeking an experienced Investment Advisor to manage client relationships and provide investment guidance. The ideal candidate will have a CFA designation and over 7 years of experience in the industry, demonstrating excellent communication and organizational skills. This role involves regular client meetings, strategic portfolio management, and participation in the asset allocation committee. Join a team committed to fostering an inclusive environment.
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