Trainee Wealth Management

In this role, you will support our portfolio managers in providing investment management and tax management services to our high net worth clients. SEC registered independent boutique fiduciary firm with 30 year history applying classic portfolio management principles.

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.