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Portfolio Strategist - Personal Advisor Job

POSITION OVERVIEW

Raleigh, NC. Portfolio Strategist - Personal Advisor Job detailed description – The Strategist will team with Wealth associates to qualify prospects for investment opportunities and participate in joint calls on new business presentations. The Strategist will work with clients on investment policy development, asset allocation, manager structure, and performance analysis and reporting. Presentations will be made on an as needed basis to groups of prospects in a public [read more]

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Date posted: Thu, 23 May 2019 10:12:26 GMT
Employer: First Citizens Bank & Trust Company

LOCATION
Raleigh, NC (click here for specific address)


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