Senior Investment Advisor - Wealth Strategy
Listed on 2026-10-07
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Finance & Banking
Portfolio & Asset Management, Wealth Management, Financial Advisor / Consultant
Caissa Wealth Strategies is seeking an Investment Advisor to work closely with the Director of Investments to manage client portfolios, support relationships, and implement investment strategies. The role involves asset allocation, portfolio construction, and timely execution of trades to meet client objectives.
You will use Tamarac and other tools to analyze performance, summarize portfolios, and present insights to wealth advisors and clients.
This role, Senior Investment Advisor
- Wealth Strategy at Caissa Wealth Strategies, could be your next opportunity.
For the Senior Investment Advisor
- Wealth Strategy position at Caissa Wealth Strategies, we are reviewing applications now.
Step into the Senior Investment Advisor
- Wealth Strategy role at Caissa Wealth Strategies in Minneapolis, MN, United States and grow with us.
Please review the full job details above before applying.
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