Empirical Wealth Management jobs

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PORTFOLIO MANAGER

Portfolio rebalancing and trading,. Communication with high-net worth individuals, including:. Performance calculation and reporting. Analysis of prospective clients investment portfolios. Conducting investment research. Notifyin...

CompanyEmpirical Wealth Management
AddressPortland, OR
CategoryInformation Technology
Salary$150,000 - $200,000 a year
Job typeFull-time
Date Posted 2 weeks ago See detail

Portfolio Manager

Empirical Wealth Management

Portland, OR

$150,000 - $200,000 a year

Portfolio rebalancing and trading,. Communication with high-net worth individuals, including:. Performance calculation and reporting. Analysis of prospective clients investment portfolios. Conducting investment research. Notifyin...

Receptionist

Empirical Wealth Management

San Francisco, CA

$40,000 - $70,000 a year

Maintains inventory of office and kitchen supplies; orders new supplies as needed. Ensures conference rooms are prepped, clean, and ready for client meetings. Maintains the office condition and submitting repair, maintenance & des...

Financial Advisor

Empirical Wealth Management

Fort Worth, TX

$100,000 - $250,000 a year

Candidates must have a four-year degree and the CFP designation. 7+ years in financial and/or estate planning related work, preferably at a professional financial services company or wealth management firm. Expertise in estate, ta...

Receptionist

Empirical Wealth Management

Newport Beach, CA

$40,000 - $70,000 a year

Maintains inventory of office and kitchen supplies; orders new supplies as needed. Ensures conference rooms are prepped, clean, and ready for client meetings. Maintains the office condition and submitting repair, maintenance & des...