Investment Analyst

Investment Analyst - Top Wealth Management Firm

This Jobot Job is hosted by: Josh Forth
Are you a fit? Easy Apply now by clicking the "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 "Apply" button.

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