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Wealth Management Analyst: Market Research & Portfolio
Job in
Tucson, Pima County, Arizona, 85718, USA
Listed on 2026-07-10
Listing for:
AppleOne Employment Services
Full Time
position Listed on 2026-07-10
Job specializations:
-
Finance & Banking
Wealth Management, Portfolio & Asset Management
Job Description & How to Apply Below
Apple One Employment Services is seeking an investment support professional to join a growing wealth management team in Tucson. You will help execute trades, monitor performance, and assist with research while collaborating with advisors to implement client investment strategies.
The role emphasizes advanced Excel skills, familiarity with investment platforms, and a CFA/Series 7 path. Employment is full-time with opportunities for career growth in wealth management.
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