Senior Wealth Portfolio Strategist

A leading financial institution is looking for a Senior Portfolio Strategist to manage relationships with high net worth clients. This role includes analyzing portfolios, ensuring compliance, and providing investment expertise. Candidates should possess a Bachelor's Degree or equivalent experience with strong communication skills and familiarity with investment software. The position offers a full-time employment opportunity within the Business Development and Sales function, based in Greenville, SC. #J-18808-Ljbffr