Sonance Wealth Partners - Remote Work From Home Jobs & Careers

Remote Job Openings at Sonance Wealth Partners (2)

Senior Portfolio Manager

Sonance Wealth Partners · Full Time · 6 days ago

United States $100K per year 5-10 yrs exp Product

The Senior Portfolio Manager will support clients and advisors by managing model portfolios, conducting investment research, and ensuring regulatory compliance. The role involves translating portfolio strategies into personalized client decisions while maintaining oversight of asset allocation and performance.

business-development trading accounting excel tax asset-management client-relationships

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Student Co-op / Internship | Ongoing Opportunities

Sonance Wealth Partners · Internship, Contract · 6 days ago

Canada 0-2 yrs exp Others

The student will support various teams with research, data analysis, reporting, and documentation projects. They will also assist in maintaining accurate records and collaborating with colleagues to meet learning objectives.

security feedback documentation organization compliance

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