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Portfolio Managers

1 week ago

Fairfield, California, United States Staffworthy Full time

Staffworthy is seeking an experienced Portfolio Manager & Advisor to join our team. As a Financial Services Expert, you will play a key role in helping our clients achieve their financial objectives by providing expert advice and guidance on investment management and wealth creation strategies.

Responsibilities will include:

  • Developing and implementing customized financial plans that meet each client's unique needs and goals.
  • Building and maintaining strong relationships with clients, colleagues, and other stakeholders to drive business growth and expansion.
  • Stayng current with market trends, regulatory changes, and industry best practices to provide informed guidance and recommendations to clients.

Requirements:

  • A minimum of 5 years' experience in financial services, with a proven track record of success in managing client portfolios and driving business growth.
  • Strong analytical, problem-solving, and communication skills, with the ability to distill complex information into actionable insights for clients.
  • Experience working in a fast-paced environment, with a focus on delivering exceptional results through agility and adaptability.