More jobs:
Wealth Planning & Investment Analyst
Job in
Cleveland, Cuyahoga County, Ohio, 44101, USA
Listed on 2026-07-02
Listing for:
H Cap Connect LLC
Full Time
position Listed on 2026-07-02
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Advisor / Consultant
Job Description & How to Apply Below
H Cap Connect LLC is seeking an Investment Analyst / Associate Advisor in Pepper Pike, Ohio. This position offers a unique opportunity to contribute to investment research, portfolio analysis, and financial planning within a growing boutique wealth management firm.
The ideal candidate has 3+ years of experience and a bachelor's degree in finance, along with strong analytical skills and proficiency in Microsoft Excel. You'll play a key role in supporting sophisticated client strategies in a collaborative environment.
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