What are the responsibilities and job description for the Financial Strategist position at Voyager Wealth Management, LLC?
Voyager Wealth Management, LLC specializes in navigating the complexities of today's investment landscape for affluent individuals.
Our disciplined approach helps clients define and implement appropriate investment strategies to meet their financial goals.
Job Description
- Maintaining client investment accounts on our portfolio management system
- Conducting trades, investment strategy research, client reporting
- Communication with staff and project as they arrive from wealth advisors
The role involves ensuring that the implementation of investment strategies aligns with clients' objectives and providing support in navigating the financial market's complexities.