Investment Analyst/ Associate - Wealth Management (New Grads Welcome!)

This range is provided by LHH. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

LHH is working with a prominent national wealth management firm on an investment analyst/associate search. The company's goal is to transform retirement savings and financial well-being around the world. You will grow your knowledge of the business by supporting a team of Advisors, ultimately advancing into an Investment Advisor position yourself, and managing your own portfolio of clients. The company consistently provides very competitive salaries, benefits, and an employee-centric culture.

Job Responsibilities:

• Coordinate preparation of all financial plans for new and existing clients
• Keep current with financial planning issues and subsequent effects on clients
• Build investment planning recommendation presentations
• Stay current with new investment products and market trends
• Support business development and the attraction of new clients to the Firm

Minimum Qualifications:

• 0-2 years of experience in the Financial Services industry
• Bachelor’s degree in related business field such as Finance, Marketing, or Economics
• Preferably licensed with one or a combination of: Series 7, 63, 65, 66
• Committed to obtaining the Series 65 within four months of joining, if not already licensed
• Committed to working toward a CFP after joining, if not already certified

Seniority level: Entry level

Employment type: Full-time

Job function: Finance, Business Development, and Strategy/Planning