About this role
Portfolio Strategist at Your Opportunity. Location: Westlake or Austin or San Francisco. Role: analyzing portfolios, preparing analysis, advising clients Requirements: CFP®/CFA® preferred; Series 7 and Series 66 required or obtainable within 120 days; strong portfolio construction, taxable investing, managed account, and communication skills; familiarity with Salesforce and portfolio analysis tools. Category: Finance and Accounting Seniority: Mid Level Tools: Salesforce Certifications: cfp, cfa, series 7, series 66, cima Commitment: Full Time Workplace: Onsite Languages: English