Private Wealth Portfolio Associate: Client Strategy
Job in
West Palm Beach, Palm Beach County, Florida, 33412, USA
Listed on 2026-06-23
Listing for:
711 MS Smith Barney, LLC
Full Time
position Listed on 2026-06-23
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
711 MS Smith Barney, LLC is seeking Portfolio Management Associates to provide exceptional service to clients and support Financial Advisors. This key team member will help develop financial plans based on client goals, requiring strong interpersonal skills and market knowledge.
The ideal candidate will have at least 2 years of relevant experience, a college degree, and necessary certifications such as Series 7 and 66. A detail-oriented mindset and strong organizational skills are essential.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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