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Wealth Management Financial Consultant Portfolio Manager

Wealth Management: Associate Portfolio Manager & Client Services

Job in Miami, Miami-Dade County, Florida, 33222, USA
Listing for: Ascendo Resources
Full Time position
Listed on 2025-12-15
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Consultant, Portfolio Manager
Job Description & How to Apply Below
A financial services firm in Miami seeks an Associate Portfolio Manager to assist Portfolio Managers with investment plans and client services. The ideal candidate will have over 5 years of experience in financial services along with a related Bachelor's degree. Responsibilities include monitoring trade executions, supporting communications, and maximizing PM time management. Benefits include medical and vision insurance, a 401(k), and family leave.

This full-time position is suited for those with strong financial planning knowledge.
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Position Requirements
10+ Years work experience
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