Associate Investment Analyst/Advisor

What You'll Do Investment & Portfolio Analysis Research mutual funds, ETFs, individual equities, and other investment vehiclesAnalyze portfolio performance, asset allocation, risk, and diversificationSupport portfolio construction, monitoring, and rebalancingAssist with accurate trade execution across client accounts Financial Planning Build, update, and review comprehensive financial plansUse financial planning software to evaluate client goals and scenariosSupport senior advisors in developing investment and planning recommendations Client Advisory Participate in client meetings alongside senior advisorsPrepare portfolio reviews, presentations, and meeting materialsCommunicate investment and planning information clearly to clientsManage follow-up communication and ongoing client needs Operations & Compliance Maintain accurate client information and documentation in the CRMSupport day-to-day advisory operationsFollow applicable investment advisory and regulatory requirements What We're Looking For Required Active Series 65 license, OR Series 7 + Series 661-5 years of experience in investment analysis, wealth management, financial planning, or investment advisoryBachelor's degree in Finance, Economics, Accounting, or a related fieldStrong analytical and quantitative skillsAdvanced Microsoft Excel skillsExcellent written and verbal communication skillsComfortable participating in client-facing meetings and presentations Preferred Experience with eMoney, RightCapital, or similar financial planning platformsExperience with Wealthbox, Salesforce, or another wealth-management CRMExperience with portfolio management, investment research, or financial planning Why Consider This Opportunity? Work directly alongside experienced wealth-management professionalsGain exposure across investment research, portfolio management, financial planning, and client advisoryWork with sophisticated client portfolios and long-term wealth strategiesCompetitive base salary + performance-based bonusMedical, dental, and vision benefits401(k) with company matchingTuition and exam support for CFA and/or CFP designationsClear career progression toward Lead Analyst, Portfolio Manager, or Financial Advisor Who This Could Be a Great Fit For This opportunity may be particularly relevant if you're currently a: Investment Analyst | Portfolio Analyst | Investment Associate | Wealth Management Associate | Associate Financial Advisor | Financial Planning Associate | Wealth Advisor | Investment Advisor and you're looking for a role that combines investment analysis with meaningful client interaction and long-term career growth. 📩 Interested? Apply with your resume or message me directly at 469 384 2062 to learn more about the opportunity.