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Financial Strategist
3 weeks ago
As a key member of our team at CPS, you will play a critical role in managing large portfolios and providing exceptional client service. The ideal candidate will possess strong leadership skills, excellent communication abilities, and a deep understanding of investment principles.
About This Role:This position involves constructing successful investment portfolios, generating investment policy statements, buying and selling securities, determining risk levels, and maintaining client relationships. The successful candidate will also be responsible for meeting with clients, drafting market commentary, and evaluating portfolio performance.
You will work closely with senior managers to develop performance goals and long-term operational plans, analyzing current operational processes and recommending improvements. Your expertise in financial planning and investment, combined with your ability to communicate complex ideas simply, will make you an invaluable asset to our team.
What We Offer:In addition to a competitive salary range of $125,000 - $200,000, we offer a comprehensive benefits package, including opportunities for professional growth and development. If you are a motivated and detail-oriented individual with a passion for finance and investing, we encourage you to apply.
