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Working closely with the Client Portfolio Manager, will support the overall client experience and operations of our investment team.
The Financial Planning Specialist/Analyst will oversee producing financial plans and providing advice for Chemistry Wealth’s clients.
The individual will work on all aspects of financial management, associated implications of private equity transactions, and related cash activities.
Advyzon has been named to the Best Places to Work in Fintech list for the third year in a row and consistently earns top client satisfaction scores.
Identifies, recommends, and defends individual investments and/ or implementation vehicles to improve portfolio outcomes for clients.