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Junior Investment Advisor — Portfolio & Tax

Job in Stamford, Fairfield County, Connecticut, 06925, USA
Listing for: Investment Boutique in Stamford, CT
Full Time position
Listed on 2026-07-02
Job specializations:
  • Finance & Banking
Salary/Wage Range or Industry Benchmark: 60000 USD Yearly USD 60000.00 YEAR
Job Description & How to Apply Below
Position: Junior Investment Advisor — Portfolio & Tax Support

Investment Boutique in Stamford, CT, is seeking a junior associate to join its investment management team. You'll support portfolio managers in delivering investment and tax management services to high net worth clients. This role demands a client service personality and a Bachelor’s degree in finance.

The ideal candidate has excellent communication and presentation skills, a desire to learn, and a clean regulatory history. Starting compensation is $60,000.

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