Financial Analyst/Jr. Advisor - Ohio

Investment Analyst / Associate Advisor Location: Pepper Pike, Ohio Industry: Wealth Management / Financial Services Join a Growing Wealth Management Firm Our client, a growing independent wealth management firm affiliated with LPL Financial, is seeking an Investment Analyst / Associate Advisor to join their expanding team. This is an excellent opportunity for a technically minded financial professional who enjoys investment analysis, financial planning, portfolio strategy, and working closely with advisors to support sophisticated client relationships. The ideal candidate is analytical, detail-oriented, intellectually curious, and motivated to grow within the wealth management industry. What You'll Do Investment & Portfolio Analysis Conduct portfolio analysis and assist with asset allocation reviews Research mutual funds, ETFs, equities, fixed income investments, and alternative investments Monitor portfolio performance and identify rebalancing opportunities Assist in preparing investment recommendations and portfolio commentary Support investment committee initiatives and research projects Analyze market trends, economic data, and investment performance Financial Planning Support Assist advisors with financial planning analysis and modeling Prepare retirement, cash flow, tax, education, and insurance analyses Review client financial data for accuracy and completeness Help identify planning opportunities and areas of concern Prepare analytical materials and supporting documentation for client meetings Client & Advisor Support Participate in client meetings as appropriate Prepare presentation materials, reports, and meeting summaries Respond to advisor requests related to investments and planning analysis Collaborate with advisors and operations staff to support client needs Assist with implementation of investment and planning recommendations Operational & Strategic Support Maintain investment research files and analytical documentation Utilize portfolio management and financial planning software systems Support process improvement and reporting initiatives Assist with special projects and firm initiatives as assigned Maintain awareness of regulatory and compliance requirements related to investment activities What We're Looking For Bachelor's degree in Finance, Economics, Accounting, Mathematics, or related field 25 years of experience in wealth management, investment analysis, banking, or financial services preferred Strong analytical, quantitative, and problem-solving skills Advanced proficiency in Microsoft Excel and financial analysis tools Strong organizational skills and attention to detail Excellent written and verbal communication skills Ability to manage multiple priorities in a fast-paced environment Self-motivated with the ability to work independently and collaboratively Preferred Qualifications Progress toward or completion of the CFA designation Series 7 and Series 66 licenses or willingness to obtain Experience with financial planning and portfolio management software Familiarity with investment research platforms and portfolio analytics tools Why This Opportunity? Join a growing and collaborative wealth management firm Work closely with experienced advisors and investment professionals Gain exposure to sophisticated financial planning and portfolio strategy Opportunity for long-term growth and professional development Competitive compensation and benefits package If you are looking to build your career in investment analysis and wealth management within a growing independent firm, we would welcome the opportunity to connect with you. #J-18808-Ljbffr H Cap Connect LLC