CFA Portfolio Architect ‑Net‑Worth Portfolios
Job in
Minnetonka, Hennepin County, Minnesota, 55345, USA
Listed on 2025-12-31
Listing for:
Treeline Wealth Management
Full Time
position Listed on 2025-12-31
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
A financial advisory practice in Minnetonka is seeking a Portfolio Construction Specialist. This role involves performing complex client case analysis and designing model portfolios for high-net-worth clients. The ideal candidate will possess a CFA certification and have 1–2 years of experience in finance or accounting, strong knowledge of financial products, and excellent data analysis skills. This position offers a competitive salary ranging from $80,000 to $100,000, flexible scheduling, and full-time benefits.
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