Investment Analyst

Want to learn more about this role and Jobot? Click our Jobot logo and follow our LinkedIn page! Job details: Investment Analyst - Top Wealth Management Firm This Jobot Job is hosted by: Josh Forth 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. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you would be agreeing to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy Want to learn more about this role and Jobot? Click our Jobot logo and follow our LinkedIn page! #J-18808-Ljbffr