Senior Business Associate
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Job Description What is the opportunity?
As a Senior Business Associate (SBA), you will be working with a large producing Financial Advisor or team of Financial Advisors (FA) as you help provide sales support, review investment data and provide high-quality analytics to the FA team.
What will you do?
Develop customized asset allocation strategies and investment solutions and evaluate the investment performance data against appropriate benchmarks (e.g., index or industry).
Analyze and interpret …
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