Investment Analyst

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Job details:

Investment Analyst - Top Wealth Management Firm

This Jobot Job is hosted by: Josh Forth

Are you a fit? Easy Apply now by clicking the "Easy 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

Series 65 (or clear intention to attain)

Interested in hearing more? Easy Apply now by clicking the "Easy Apply" button.

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