Investment Analyst

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Job details:

Investment Analyst - Top Wealth Management Firm This Jobot Job is hosted by: Josh Forth

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Salary: $90,000 - $110,000 per year

A bit about us: We operate with a deeply client-centric philosophy, delivering comprehensive, high-touch solutions designed to support families holistically. We aim to set a new standard in the financial services landscape—combining deep expertise, unwavering client loyalty, and forward-thinking innovation to help families deploy their wealth with purpose and lasting impact.

Why join us? Detail-Oriented — You produce consistently accurate, high-quality work

Curious — You ask smart questions and actively seek feedback

Disciplined — You rely on systems and processes to execute reliably

Collaborative — You build strong relationships across teams

Solution-Focused — You approach challenges with optimism and creativity

Self-Driven — You take initiative and move work forward independently

Job Details Bachelor’s Degree

CFA Track

Series 65 (or clear intention to attain)

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Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

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