Investment Associate
CCR Wealth Management
Start Your Career in Wealth Management
Are you an ambitious professional or recent graduate eager to launch a career in wealth management? We are seeking a highly motivated Investment Associate to join our growing team.
This entry-level role is uniquely designed for someone who wants to master the foundational mechanics of portfolio management with the potential to grow into a Financial Advisor. You will work directly under the mentorship of our Chief Investment Officer (CIO), gaining comprehensive, hands-on exposure to how investment strategies are built, executed and communicated to clients.
Responsibilities
Trading & Portfolio Implementation
- Execute portfolio trades including cash raises, asset allocation adjustments, and model-driven rebalancing
- Implement trades across multiple client accounts through portfolio management and trading systems
- Assist with portfolio rebalancing and allocation updates across client portfolios
Portfolio Maintenance
- Monitor client portfolios to ensure alignment with model allocations and investment guidelines
- Assist with portfolio maintenance, including cash management and account-level adjustments
- Support the investment team in maintaining accurate portfolio records and investment allocations
Investment Support
- Assist the investment team with portfolio monitoring and performance tracking
- Support investment research and due diligence on mutual funds, ETFs, and other investment strategies
- Prepare materials related to portfolio positioning and investment discussions
Advisor Collaboration
- Work closely with financial advisors to support client portfolios and investment-related requests
- Assist advisors with portfolio allocation questions and investment-related materials
- Help ensure a high level of service in maintaining and supporting client portfolios
What You’ll Learn
- Master portfolio construction, advanced asset allocation and wealth management strategy
- Develop deep expertise in mutual fund/ETF research and portfolio analytics
- Understand the full inner workings of a high-growth wealth management firm
Qualifications
Required
- Must be able to reliably commute to our office in Westborough, MA 5 days per week, 8:30am-5:00pm
- Bachelor’s degree (Finance, Economics, Business or related field preferred)
- Strong interest in financial markets, investing and the wealth management industry
- Exceptional attention to detail paired with strong analytical and problem-solving skills
- Functional working knowledge of asset allocation OR the ability to quickly develop this knowledge
- Series 7 license, or willingness to obtain
Preferred
- Internship experience in finance, wealth management, or asset management
- Strong Excel and research skills
- Series 63/65 or Series 66 licenses
- Familiarity with investment research platforms (e.g., Morningstar, YCharts)
About CCR Wealth Management
Founded in 1998, CCR Wealth is an independent firm providing financial planning and investment management to individuals and families. Our team has worked together for over a decade, fostering a collaborative, supportive environment where employees grow their careers. We are committed to strong client relationships and community involvement.
Benefits
- Defined career growth opportunities
- Retirement savings plan with 3% Safe Harbor contribution
- Comprehensive Health & Welfare benefits (medical, prescription, dental, life and disability insurance)
- Education assistance to support relevant industry credentials, licensing and professional growth
- Paid Time Off (PTO)
Vacancy posted 1 day ago
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