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Wealth Management Portfolio Manager

Strategic Asset & Portfolio Manager

Job in Coronado, San Diego County, California, 92118, USA
Listing for: TradeJobsWorkForce
Full Time position
Listed on 2026-01-13
Job specializations:
  • Finance & Banking
    Wealth Management, Portfolio Manager
Salary/Wage Range or Industry Benchmark: 150000 - 200000 USD Yearly USD 150000.00 200000.00 YEAR
Job Description & How to Apply Below
A financial management firm is seeking an Asset Manager to oversee client assets, prepare financial reports, and develop investment strategies. Key responsibilities include meeting with clients to discuss their financial goals, analyzing market trends for investment opportunities, and maintaining positive client relationships. This role requires strong financial acumen and effective communication skills to provide clients with tailored asset management solutions.
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