PORTFOLIO MANAGERS, Poughkeepsie, NY: Build risk adjusted portfolios, through research & analysis suitable to wide range of investors including but not limited to high net worth & mass affluent investors. Occasional travel required for industry conferences & client presentations (less than 5%). $118,893 - $185,000/year, Std Co. Benefits. Send res to: Marshall + Sterling Wealth Advisors at [email protected]
Skills Required
- Ability to build risk‑adjusted investment portfolios
- Conduct investment research and analysis
- Manage relationships with high‑net‑worth and mass affluent clients
- Willingness to travel occasionally for conferences and client presentations (less than 5%)
What We Do
Marshall+Sterling is a national independent insurance agency providing comprehensive services in business insurance, personal insurance, employee benefits, and wealth management. Founded in 1864, the firm helps businesses and individuals manage risk and plan for the future through professional risk management, loss control, and financial planning services across the United States and the U.S. Virgin Islands.
