Financial services firm looking for an exceptionally detail oriented, organized person who is interested in adopting the responsibility of becoming the in-house expert on our trading, tax, and financial planning software programs. An ideal candidate has experience with portfolio/cash management (trading), is capable of researching/gathering information to input into financial planning software, and is willing to work independently after taking guidance from colleagues. This position requires a high level of technical analysis and a willingness to continually seek to create more efficient strat
May 28, 2021