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Investment Associate

Location : Burlingame, CA
Job Type : Direct
Hours : Full Time
Required Years of Experience : 3-5 years
Required Education : 4 year degree
Travel : No
Relocation : No

Job Description :
 

FEE-ONLY FIRM. TEAM OF NINE.


Interested? Click Here for more information!


Required Qualifications :

 


Bachelor’s degree. 3 or more years of client service experience at an RIA, wealth management firm or similar financial services company. CFP® or CFA®, or currently pursuing. Significant familiarity of financial account types (IRAs, trusts, foundations, etc.) Investment knowledge of stocks, bonds, mutual funds. etc.


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