- Location: Napa
- Salary: US$90000.00 - US$110000.00 per year per year
- Job Type:Full Time
Posted 15 days ago
Job Number: 2155565
Commensurate with experience
Oversight and management of client assets, trading, re-balancing, and consulting with clients.
You must have at least 5 years of experience as a Portfolio Manager
Skilled at research, analysis, evaluation, and cash flow management and allocation of accounts.
Strong Compliance background, ESG background preferred
Must have CFP, CFA or FINRA Series 65
Bachelors or higher degree required
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