Senior Portfolio Advisor

Workforcity

Beverly Hills, California, United States
Base: $170,000.00 - $300,000.00; bonus/equity: not...
Not specified (likely in-office or hybrid based on location)
10+ years of experience in investment strategies
Deep knowledge of markets and portfolio construction
Excellent written and verbal communication skills
The Senior Portfolio Advisor position at Workforcity requires an experienced professional with over 10 years in investment strategy and client engagement, focused on delivering strategic messaging and innovative investment solutions. The role is set in a fast-paced, high-growth environment, emphasizing collaboration and adaptability

Job Summary

  • The Senior Portfolio Advisor will act as a key ambassador for the CIO's views.
  • This role requires a commitment to delivering exceptional results in a fast-paced setting.
  • Citi offers competitive employee benefits, including medical, dental, and vision coverage.

Matching Summary

Match Score: 85

The Senior Portfolio Advisor position at Workforcity requires an experienced professional with over 10 years in investment strategy and client engagement, focused on delivering strategic messaging and innovative investment solutions. The role is set in a fast-paced, high-growth environment, emphasizing collaboration and adaptability.

Salary

Base: $170,000.00 - $300,000.00; Bonus/Equity: Not specified; Benefits: Competitive employee benefits

Skills & Requirements

Must-have

  • 10+ years of experience in investment strategies
  • Deep knowledge of markets and portfolio construction
  • Excellent written and verbal communication skills

Nice-to-have

  • Collaborative and adaptable mindset
  • Passion for innovation and results
  • Experience with cross-business opportunities

Key Requirements

  • Bachelor's Degree required; Master's preferred
  • Securities Industry Exam, S7 & S66 required

Work Rights

Not specified

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