CFA - Associate Wealth Management Advisor (NE)
Ludacka Wealth Partners
Omaha, NE
Full-time
Business Development
Posted on January 24, 2021
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 equivalent accepted) and 2 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, and AWMA. Duties include performance of quantitive financial analysis and participation in portfolio management activities for clients.