Careers at CBIZ
Memphis, Tennessee

Associate Portfolio Strategist | Retirement Plans

HybridPosted 2 weeks ago

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Job 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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About Careers at CBIZ

Careers at CBIZ
Memphis, Tennessee