Investment Associate

Mission Wealth Management LP•Santa Barbara, CA

5d•$75,000•Onsite

About The Position

As a Barron’s Top 100 RIA firm and voted Best Places to Work by Fortune, Pacific Coast Business Times, Inc. (Best Workplaces), and Investment News, Mission Wealth is hiring a growth-minded Investment Associate to join our award-winning team! Our ideal candidate has a passion for investments and trading and ideally has some experience working in a wealth management or investment management role. You define ambition, have a sense of adventure, and a passion for purpose, both in life and in your approach to helping clients navigate their financial decisions. If you can articulate your proven success in a demanding supportive financial role, steering client relationships that drive results, we want to hear from you, ASAP! As an Investment Associate, your service-oriented nature and impeccable attention to detail are key in this position supporting our Investments Team. You’re articulate, polished, and have an aptitude for financial vernacular. Your commitment to making a positive impact in other people’s lives parallels your drive for personal and professional growth. Mission Wealth has offered 360-degree wealth management services to affluent families since 2000. Our dynamic planning process ensures that every piece of the puzzle is put into place as our clients’ lives unfold and their needs evolve. This gives them the complete picture and confidence in their financial future.

Requirements

Desire to work in a financial support role, ideally with some experience within wealth management
Bachelor’s Degree in Finance, Business, or Economics and a desire to achieve the Chartered Financial Analyst (CFA) designation
Excellent attention to detail, multi-tasking, and time management skills
Strong knowledge base across investments, economics, accounting, and financial planning
Proficient with the full MS Office Suite; ability to create complex and impactful presentations/analysis

Nice To Haves

Experience with Salesforce, Tamarac/Envestnet, & Fidelity/Schwab, Bloomberg, and FactSet
A sincere desire to make a difference not only in clients’ lives but in the world, demonstrated through your own volunteer journey

Responsibilities

Work with a high-performing & growth-oriented investment team responsible for the management of over $14B in client assets
Utilize Tamarac trading software for daily trading requirements and portfolio reporting
Participate in Mission Wealth’s investment committee and contribute to the research of ETFs, mutual funds, individual stocks/bonds, options, and alternative investments used in Mission Wealth portfolios
Interact with preferred custodians (Fidelity/Schwab) to execute trades
Work with a high-performing & growth-oriented team
Speak your mind, have your voice heard, innovate, and streamline existing processes
Grow yourself personally and professionally with the support of your team