Purpose of Position: Incumbent manages a portfolio of investment accounts, meeting regularly with clients and prospects to cultivate positive relationships, deliver superior customer service, and attract new clients. Portfolio management includes analyzing and making recommendations for stocks, bonds and outside money managers, and may include specific oversight and management in one or more of the following areas: municipal bond investment process, taxable fixed income investment process, mutual fund investment process, and equity investment process. Essential Functions: Conduct meetings with clients and prospects, facilitate risk assessments and discuss individual financial goals to ensure that proposa
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