Investment Portfolio Architect
Job in
West Hartford, Hartford County, Connecticut, 06107, USA
Listed on 2026-08-03
Listing for:
Apella Wealth
Full Time
position Listed on 2026-08-03
Job specializations:
-
Finance & Banking
Portfolio & Asset Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Apella Wealth in West Hartford, CT seeks a Portfolio Analyst to orchestrate trading, monitor cash flows, rebalance client accounts, and implement tax-aware investment recommendations in alignment with our evidence-based philosophy.
The role emphasizes collaboration with Advisors and the Investments & Research team, offering exposure to portfolio construction, trading strategy, and financial technology in a fast-paced, client-centric environment.
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