Investment Analyst

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)

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. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

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