What are the responsibilities and job description for the Asset Allocation Specialist position at Voyager Wealth Management, LLC?
We are seeking a highly motivated and detail-oriented Portfolio Administrator to join our team at Voyager Wealth Management, LLC.
The successful candidate will be responsible for ensuring that the implementation of investment strategies aligns with clients' objectives and provides support in navigating the financial market's complexities.
Required Skills and Qualifications
- Bachelor's degree in Finance, Economics, or a related field
- Prior experience in wealth management or a related field is preferred
- Strong analytical skills and proficiency in finance and investments
This is a full-time on-site role located in Lake Geneva, WI.