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Investment Portfolio Manager

Voyager Wealth Management, LLC
Geneva, WI Full Time
POSTED ON 3/13/2025
AVAILABLE BEFORE 4/9/2025

We are seeking a skilled Portfolio Administrator to join our team at Voyager Wealth Management, LLC.

The successful candidate will be responsible for maintaining client investment accounts on our portfolio management system, conducting trades, and investment strategy research.

Key Responsibilities

  1. Maintain accurate and up-to-date records of client investment accounts
  2. Conduct thorough research to identify suitable investment opportunities
  3. Develop and implement effective investment strategies aligned with clients' objectives

Strong analytical skills and proficiency in finance and investments are essential for this role.

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