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Wealth Portfolio Support Specialist
Job in
Sarasota, Manatee County, Florida, 34243, USA
Listed on 2025-12-20
Listing for:
PowerToFly
Full Time
position Listed on 2025-12-20
Job specializations:
-
Finance & Banking
Financial Services, Financial Analyst
Job Description & How to Apply Below
A leading financial services firm in Sarasota, Florida is looking for a Portfolio Management Associate to support Financial Advisors with financial planning and investment strategies. The successful candidate will have a client-first mindset, strong interpersonal skills, and relevant financial certifications. Responsibilities include preparing client reports, assisting with research, and supporting client meetings.
This role offers the chance to work in a dynamic environment with ample opportunities for career growth and excellent employee benefits.
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