CFA / Associate Wealth Management Advisor
EPIC PLD, INC. D/B/A Lucacka Wealth Managemente
Omaha, NE
Full-time
Finance
Posted on June 21, 2020
CFA / Associate Wealth Management Advisor
EPIC PLD, INC. D/B/A Ludacka Wealth Partners is looking to fill a CFA / Associate Wealth Management Advisor position in Omaha, NE. MBA degree (foreign equialant accepted) and two years experience required. Experience must include client facing positions with a bank wealth management department, wealth management firm, family office or other investment related firm. Required certifications: CFA, CMTA, AWMA FINRA Series 7 (or obtain in 180 days). Duties include performance of quantitive finanacial analysis and participation in portfolio management activities for clients.