ProspectBlue is seeking a Portfolio Associate for their client in Richmond, VA!
???? Role Highlights
As a Portfolio Associate, you'll work closely with Portfolio Managers and Client Associates to:
Manage client portfolios, ensuring alignment with their investment goals.
Conduct in-depth research on investment opportunities.
Prepare client performance reports and participate in portfolio review meetings.
Take on administrative responsibilities that ensure seamless operations.
You'll also have the chance to:
Build strong client relationships and become a trusted advisor over time.
Contribute to new business development efforts.
???? What We're Looking For
4+ years of experience in financial advisory.
Strong knowledge of investment principles and financial planning concepts.
Excellent communication and organizational skills.
Familiarity with tools like Schwab Advisor Center, Advent APX, and Black Diamond is a plus.
???? Why Join Us?
This role offers a collaborative and supportive environment with mentorship from seasoned investors and a pathway to grow your career in the financial services industry.
???? If you're ready to take the next step in your career, apply today! Let's build your future!!