Portfolio Manager

4 days ago


Baltimore, Maryland, United States Kestra Financial Independent Advisor Full time
About the Role

This position offers a clear career path with opportunities for advancement and potential ownership participation. The successful candidate will develop comprehensive financial plans, prepare reports, and participate in client meetings.

The ideal candidate will have 3-5 years of experience in financial services, hold CFP designation, and possess Series 7 and 66 or 65 licenses. A Bachelor's degree with a GPA above 3.3 is preferred, along with proficiency in financial planning software and CRM platforms.



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