What are the responsibilities and job description for the Portfolio Analyst - Cfa position at Coastal Wealth?
Job Description
Job Description
Actively looking for locations in Tampa, West Palm Beach, and Fort Lauderdale.
Are you passionate about analyzing investments and helping clients achieve their financial goals? Coastal Wealth in Fort Lauderdale is looking for a talented Portfolio Analyst to join our team. With a competitive salary of $60,000 - $80,000 yearly, you'll have the opportunity to work in a supportive environment that values professional development and growth.
Benefits include :
- 401(k) matching
- Dental Insurance
- Disability Insurance
- Flexible schedule
- Health insurance
- Tuition reimbursement
- Vision Insurance
Weekly day range :
Compensation :
60,000 - $80,000 yearly
Responsibilities :
Qualifications :
About Company
Coastal Wealth, a premier financial solutions firm, is anchored in unwavering integrity, transparency, and ethical conduct. We embrace diversity, fostering an inclusive environment for unparalleled financial expertise.
What We Offer
Discover diverse financial opportunities with Coastal Wealth. Our services include a tailored, comprehensive financial plan and a meticulously crafted investment strategy to align with your unique goals. Unlock the potential of strategic tax planning for optimal financial management. But that’s just the start – Coastal Wealth goes beyond, offering a myriad of additional services. Our approach centers on attentive listening, thoughtful recommendations, and genuine care for you, your family, and your business. Trust us to guide you through a personalized financial journey aligned with your aspirations.
Salary : $60,000 - $80,000
