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Wealth Investment Analyst — Client Portfolio Strategy
Job in
Atlanta, Fulton County, Georgia, 30383, USA
Listed on 2025-12-02
Listing for:
Truist
Full Time
position Listed on 2025-12-02
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Consultant -
Business
Financial Analyst
Job Description & How to Apply Below
A leading financial services provider in Atlanta is seeking an Investment Analyst I to assist in managing a substantial client portfolio. The role involves developing investment strategies, supporting client onboarding, and working collaboratively with Investment Managers. The ideal candidate has a Bachelor's degree in Business, a Series 65 license (or willingness to obtain), and at least 2 years of related experience.
Compensation includes competitive benefits and a commitment to diversity and inclusion.
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