Investment Analyst

Investment Analyst

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• Top Wealth Management Firm This Jobot Job is hosted by: Josh Forth Are you a fit? Easy Apply now by clicking the "Quick Apply" button and sending us your resume.

Salary: $90,000

• $110,000 per year A bit about us: We operate with a deeply client-centric philosophy, delivering comprehensive, high-touch solutions designed to support families holistically.

We aim to set a new standard in the financial services landscape—combining deep expertise, unwavering client loyalty, and forward-thinking innovation to help families deploy their wealth with purpose and lasting impact.

Why join us? Detail-Oriented — You produce consistently accurate, high-quality work Curious — You ask smart questions and actively seek feedback Disciplined — You rely on systems and processes to execute reliably Collaborative — You build strong relationships across teams Solution-Focused — You approach challenges with optimism and creativity Self-Driven — You take initiative and move work forward independently Job Details Bachelor's Degree CFA Track Series 65 (or clear intention to attain) Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button.

Jobot is an Equal Opportunity Employer.

We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws.

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