Portfolio Analyst - (Dunedin, FL Area)

Portfolio Analyst
(Dunedin, FL)

Our Client’s Financial Firm located in the Dunedin, FL area is looking to add a key employee to the Team. They are seeking a professional Portfolio Analyst who is ready to help their already thriving company continue its path of exceptional growth. They are looking for hard-working, success-oriented employees who possess great people skills, are team players and want an opportunity to advance their career. If you want to join a Financial Services Team that has experience in the industry, is dedicated to their clients, staff and has created a culture of success, this may be a good fit for you!

Learn more HERE!

Client Relationship Manager (Grand Rapids, MI Area)

Client Relationship Manager
(Financial Services)

Our Client’s Full-Service Investment Advisory Firm located in the Grand Rapids, MI area is growing and looking to add a key employee to their Team. They are seeking a Client Relationship Manager who is ready to help take their thriving business to the next level. They are looking for success-oriented employees who possess great people skills, are team players and are dedicated to the client experience. If you want to join a client-first Investment Advisory Team that has a strong reputation and presence in the institutional retirement plan industry and has created a culture of success, this may be a good fit for you!

Learn more HERE!