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Wealth Portfolio Strategy Associate - Analytics & Proposals
Job in
Birmingham, Jefferson County, Alabama, 35275, USA
Listed on 2026-07-03
Listing for:
Dormont Manufacturing Co
Full Time
position Listed on 2026-07-03
Job specializations:
-
Finance & Banking
Portfolio & Asset Management
Job Description & How to Apply Below
Dormont Manufacturing Co is seeking a Portfolio Strategy Associate to design customized portfolios for clients in the Wealth Advisory sector. This position requires a minimum of 2 years of experience in investment management, strong financial planning skills, and a collaborative team approach.
The role offers a compensation range of $48,700 – $85,000 depending on location, with excellent benefits including flexible PTO and comprehensive health coverage. The ideal candidate is progressing toward CFA or CAIA designation.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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