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Senior Wealth Portfolio Architect
Job in
Columbia, Maury County, Tennessee, 38402, USA
Listed on 2026-07-13
Listing for:
Jobtailor
Full Time
position Listed on 2026-07-13
Job specializations:
-
Finance & Banking
Portfolio & Asset Management, Wealth Management
Job Description & How to Apply Below
Jobtailor in Columbia, TN seeks an experienced investment professional to design and manage client portfolios aligned with financial goals. The role includes executing trades, rebalancing, and conducting regular reviews to optimize asset allocation.
Candidates should have 5+ years in investment management or advisory, with strong knowledge of performance measurement, wealth planning, and investment strategies including alternatives.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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