Ascendo is thrilled to present an incredible opportunity in the ever-evolving world of private wealth management! This is your chance to step into a high-impact role with a boutique firm that’s growing fast and delivering big on personalized financial strategies. We're looking for a forward-thinking investment pro to join a tight-knit team driving real results for high-net-worth clients. If you're passionate about market trends, client success, and strategic portfolio growth—this could be your next big move!
Responsibilities:
This role is ideal for a sharp, analytical thinker who can thrive in a fast-paced environment and take ownership of portfolio decisions, client conversations, and strategic market insights. You'll be working closely with senior advisors to elevate portfolio performance and guide investment strategy through:
Desired Qualifications:
We’re looking for a seasoned professional with deep experience in private wealth management and a strong command of investment tools and principles. Ideal candidates will bring:
ALL RESUMES RECEIVED WILL REMAIN HIGHLY CONFIDENTIAL AND NOT RELEASED TO ANYONE WITHOUT YOUR CONSENT.
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