Portfolio Advisor - Wealth Management & Client Impact
northern trustSan Diego, CA
Portfolio Advisor - Wealth Management & Client Impact
northern trustSan Diego, CA
12 days ago
Industries
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesAbout the role
Northern Trust in San Diego seeks an experienced investment professional to manage investment activities for major fee accounts, including trusts and portfolios. You will work with Investment Advisors to align strategies with client needs and coordinate with the broader client service team.
The candidate should bring 2–4 years in investment services, strong analytical skills, and the ability to mentor junior staff while adhering to risk guidelines and best practices.
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JOB OVERVIEW
Experience level
Senior
Location
San Diego, CA
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
12 days ago
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