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Waverly Advisors

St. Petersburg, Florida

Financial Elements, Inc. Logo
Financial Elements, Inc.

Rolling Meadows, Illinois

BELAY Solutions

United States - Nationwide

Kahler Financial Group Logo
Kahler Financial Group

Rapid City, South Dakota

truFP

Cumming, Georgia

Apella Wealth Logo
Apella Wealth

Atlanta, Georgia

Apella Wealth Logo
Apella Wealth

Knoxville, Tennessee

Berkeley, Inc. Logo
Berkeley, Inc.

Boise, Idaho

Stepp & Rothwell, Inc.

Kansas

Longview Financial Advisors, Inc. Logo
Longview Financial Advisors, Inc.

Huntsville, Alabama

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Baylor Scott & White Health

Temple, Texas

Baylor Scott & White Health Logo
Baylor Scott & White Health

Remote,

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POM Pomona College

Claremont, California,

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Portfolio Manager (client facing)
Seeking an experienced investment professional to join our wealth management team. We are looking for a passionate investment-minded team member to guide portfolio decisions at a high level; mainly communicating with existing and prospective clients regarding investment philosophy, economic climate, and performance attribution. Additionally, this role will support the investment policy committee with research and due diligence duties.


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