Careers at CBIZ
Memphis, Tennessee
Associate Portfolio Strategist | Retirement Plans
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Apply to Associate Portfolio Strategist | Retirement Plans at Careers at CBIZJob details
- Location
- Memphis, Tennessee
- Work type
- Hybrid
- Posted
- 2 weeks ago
- Apply on
- ebez.fa.us2.oraclecloud.com
About this role
High school diploma or GED required; 0–2 years DB investment management experience; proficiency with MS Office, Concur, and Skype; pursuing CFA/CFP; strong communication, analytical, and client service skills.
What you'll do at Careers at CBIZ:
- delivering reporting
- assisting analysis
- coordinating projects
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