Associate Investment Advisor



  • Assist with the growth of the firm including lead-generation and business development
  • Service new and existing client relationships
  • Work closely with Managing Principles, other advisors, and the research team
  • Become an expert on a firm’s investment strategies
  • Pass required exams and continually be willing to learn
  • Travel to investment conferences, companies, seminars, or places where potential clients may be located
  • Be part of a fast-growing, progressive company in a collaborative, inclusive, and diverse environment


  • Bachelor’s degree minimum: Finance, Business, Economics, Marketing, Communications, or other related fields with a minimum cumulative GPA of 3.3
  • A passion for technology, financial services, and investment management
  • A self-starter who is results-oriented
  • Enjoys building relationships
  • Adaptable, with proven ability to adjust to daily changes in routine or demands with ease and manage presentations with agility and confidence
  • Competitive Spirit
  • Strong communication skills (listening, speaking, writing) with experience developing sales and marketing presentations
  • Resourceful
  • Problem solver
  • Flexible
  • Incredible sense of urgency
  • Always willing to learn
  • Demonstrates clear organizational skills
  • Reliable
  • Ethical
  • Ability to travel
  • Proficient in MS Office Suite and major social media platforms

Job Type: Full-Time
Location: IA, FL
We are proud to be an equal opportunity employer.