Senior Private Bank Portfolio Strategist: Client Impact & Growth
Job in
Seattle, King County, Washington, 98127, USA
Listed on 2026-06-24
Listing for:
COMFORT SYSTEMS
Full Time
position Listed on 2026-06-24
Job specializations:
-
Finance & Banking
Portfolio Manager, Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
COMFORT SYSTEMS in Seattle is seeking a Sr Portfolio Strategist to advise clients on investment strategies and construct customized portfolios. This role requires collaboration with the relationship team to ensure a holistic approach to client financial planning.
Ideal candidates will have 15 years in investment management and a Bachelor’s degree. The position offers a hybrid work environment and a competitive salary range of $116,000 to $216,000 annually.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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