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Job description
Kestra Financial is seeking a senior investment professional to oversee fiduciary and investment management accounts in support of Trust business objectives. You will work with Trust Officers, advisors, and clients to develop high-quality strategies and ensure execution aligns with policy and risk parameters.
You will analyze markets, perform due diligence, and provide guidance to clients and internal teams while maintaining exceptional service levels and compliance with firm policies.
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Worksite address
atlanta, GA, 30383, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.