Stock Associate - Full Time
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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.
Develop customized asset allocation strategies and investment solutions and evaluate the investment performance data against appropriate benchmarks (e.g., Analyze and interpret portfolio performance reports, in conjunction with information gathered from WM…
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