Asset Allocation Expert

3 weeks ago


Troy, Michigan, United States VIMA Full time
Key Responsibilities

The Asset Allocation Expert will be responsible for creating and implementing long-term asset allocations within the context of each client's particular risk tolerance.

This role requires exceptional interpersonal and relationship building skills, as well as the ability to source clients through prospecting and networking.

The estimated annual salary for this position is $90,000 - $140,000, based on industry standards and market conditions.



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