Job Description

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:

• Designing and refining takeover analyses for prospective clients
• Executing complex trades and overseeing day-to-day portfolio optimization
• Implementing index-based strategies and identifying rebalancing opportunities
• Conducting in-depth research on equities, fixed income, and mutual funds
• Collaborating on model building and financial forecasting for investment proposals
• Contributing to strategic planning meetings and sharing actionable investment insights
• Engaging directly with clients to provide market commentary and advice
• Monitoring market activity and adjusting risk exposure accordingly

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:

• Active CFA designation
• Series 7 license
• Proven expertise in individual stock analysis, mutual funds, and asset allocation
• Familiarity with portfolio modeling and performance tracking tools
• A keen eye for financial reporting and market trends
• Exceptional communication and interpersonal skills
• Ability to work autonomously and contribute to high-level strategy
• Confidence in presenting to clients and handling market downturn discussions

ALL RESUMES RECEIVED WILL REMAIN HIGHLY CONFIDENTIAL AND NOT RELEASED TO ANYONE WITHOUT YOUR CONSENT.

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