Wealth Management Advisor

Are you passionate about investments, financial markets, and wealth management? Join a growing investment team where you'll support portfolio management, trading, and investment research while building a long-term career in the wealth management industry.

• Execute portfolio trades and investment transactions
• Monitor portfolio performance and market trends
• Support portfolio rebalancing and asset allocation strategies
• Conduct market and investment research
• Prepare investment reports and performance analysis
• Collaborate with advisors to implement client investment strategies
• Assist with tax‑efficient portfolio management

• Bachelor’s degree in Finance, Economics, Accounting, Business, or a related field
• Experience in wealth management, investment management, trading, investment operations, or financial advisory support
• Strong analytical, quantitative, and problem‑solving skills
• Experience with Bloomberg, Morningstar Direct, Orion, Tamarac, Money Guide Pro , or similar investment platforms preferred
• FINRA Series 7 license required or CFA designation/active CFA candidate strongly preferred
• Experience with Python, SQL, or Power BI is a plus
• Excellent communication skills and attention to detail
• Must be authorized to work in the United States. Sponsorship is not available for this position.

• Hybrid work environment
• Competitive salary based on investment experience
• Long‑term career growth within a collaborative wealth management team

If you’re analytical, detail‑oriented, and excited to grow your career in wealth management, we’d love to hear from you.