Job DescriptionJob DescriptionBenefits/PerksCareer Advancement Opportunities Competitive CompensationJob SummaryWe are seeking junior associate to join our Investment management team. In this role, you will support our portfolio managers in providing investment management and tax management services to our high net worth clients. QualificationsClient service personality, kind, caring, friendly Series 65CFP or CFA Bachelor’s degree in finance or a related field; top grades Previous experience as a financial planner or financial analyst Excellent excel, word, power point, and Emoney skills Excellent communications and presentation skillsExcellent referencesDesire to work and learn High attention to detail Clean regulatory history Starting Compensation: $60,000
About Us
SEC registered independent boutique fiduciary firm with 30 year history applying classic portfolio management principles. No salespeople. No commissioned products. Just the best of the fiduciary only-and-always model for clients who want to sleep at night.
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