Job Description

Job Description

Job Description

About Us
We are a respected boutique investment firm, specializing in managing retirement portfolios for high-net-worth families. Our tight-knit team is driven by intellectual curiosity, deep market knowledge, and an unwavering commitment to serving the best interests of our clients. We combine rigorous financial analysis with personalized client service to deliver exceptional results.

Why This Role is Exciting
If you’ve passed Level I (or higher) of the CFA Program and are eager to apply your skills in a real-world wealth management environment, this is the perfect opportunity. You’ll join an experienced, collaborative team where you will gain direct exposure to investment research, financial strategy, and client relationship management—while receiving professional training and mentorship to accelerate your career.

What You’ll Do

• Audit and analyze client financial data, ensuring accuracy and identifying areas for improvement
• Conduct market and industry research to support investment recommendations and publications
• Support investment advisers with client meetings, follow-up, and account oversight
• Collaborate with colleagues across the firm on special projects and process improvements

What We’re Looking For

• Bachelor’s degree in finance, accounting, economics, or law (or related field)
• Completion of CFA Level I or higher
• Strong academic record with demonstrated analytical ability
• Proficiency in Microsoft Office (Excel, PowerPoint, Word)
• Excellent organizational skills and the ability to manage multiple projects in a deadline-driven environment
• Strong communication skills, both written and verbal
• A proactive, problem-solving mindset, with the ability to work independently and as part of a team
• Ability to commute to North Stamford regularly

Preferred

• Experience in research, data analysis, or financial modeling (internships welcome)
• Interest in continuing through the CFA Program or pursuing the CFP® designation

What We Offer

• An intensive onboarding and training program to ensure success
• Mentoring from experienced wealth managers and investment professionals
• A clear professional development path in a growing firm
• Exposure to high-net-worth client portfolios and sophisticated investment strategies
• Support for continuing education and professional licensing (Series 65, CFP®, CFA)

Compensation & Benefits

• Competitive compensation based on experience (Range: $40,000 - 45,000)
• Medical coverage after 90 full-time days
• Retirement plan benefits after 1 year of full-time employment
• Opportunities for professional growth and development

How to Apply
If you’re ready to put your CFA knowledge into action and start building a rewarding career in wealth management, we want to hear from you. 

Job Tags

Similar Jobs