Benefits:

401(k)

401(k) matching

Bonus based on performance

Benefits/Perks

Career Advancement Opportunities

Competitive Compensation

Job Summary

We are seeking junior associate to join our Investment management team. In this role, you will support our portfolio managers in providing investment management and tax management services to our high net worth clients.

Qualifications

Client service personality, kind, caring, friendly

Series 65

CFP or CFA

Bachelor’s degree in finance or a related field; top grades

Previous experience as a financial planner or financial analyst

Excellent excel, word, power point, and Emoney skills

Excellent communications and presentation skills

Excellent references

Desire to work and learn

High attention to detail

Clean regulatory history

Starting Compensation: $60,000

About Us SEC registered independent boutique fiduciary firm with 30 year history applying classic portfolio management principles. No salespeople. No commissioned products. Just the best of the fiduciary only-and-always model for clients who want to sleep at night.