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Wealth Portfolio Associate
Job in
Northern, Floyd County, Kentucky, USA
Listed on 2026-08-25
Listing for:
EP Wealth Advisors, LLC
Full Time
position Listed on 2026-08-25
Job specializations:
-
Finance & Banking
Portfolio & Asset Management, Wealth Management
Job Description & How to Apply Below
EP Wealth Advisors, LLC in Torrance, CA is seeking an Associate Portfolio Manager to work closely with Senior Portfolio Managers to manage investments of client accounts. The role emphasizes client service, organization, and collaboration in a team focused on integrity, entrepreneurship, excellence and community.
Key duties include administering investments, supporting trading and portfolio management, monitoring asset allocation, generating reports, coordinating with compliance, and entering
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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