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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 2026-11-04
Job specializations:
  • Finance & Banking
    Portfolio & Asset Management, Wealth Management
Salary/Wage Range or Industry Benchmark: 80000 - 110000 USD Yearly USD 80000.00 110000.00 YEAR
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.
Step into the Wealth Management:
Associate Portfolio Manager & Client Services role at Ascendo Resources in Miami, FL, United States and grow with us. As a Wealth Management:
Associate Portfolio Manager & Client Services, you will play an important part at Ascendo Resources in Miami, FL, United States. We invite applications for the Wealth Management:
Associate Portfolio Manager & Client Services position located in Miami, FL, United States.
Position Requirements
10+ Years work experience
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