Investment Analyst

About the role

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.

Skills

• 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

Qualifications

• Bachelor’s Degree
• CFA Track
• Series 65 (or clear intention to attain)

Pay

$90,000 - $110,000 per year