Job description

Investment Associate
Job Type: Full-time, Permanent

Role Overview:
We're looking for driven and people-oriented individuals to join our team as Investment Associates. In this role, you'll build lasting client relationships, offer tailored financial solutions, and grow your career within a supportive and dynamic environment.

Key Responsibilities:

• Develop and nurture long-term, trust-based relationships with a broad range of clients

• Understand individual client goals and offer well-informed financial recommendations

• Conduct regular portfolio reviews to ensure alignment with client needs and market trends

• Work closely with a collaborative, growth-focused team in a flexible hybrid setup

What We Offer:

• Competitive base salary (up to $5,000) with attractive performance-based incentives

• Comprehensive onboarding and mentorship — no prior industry experience required

• Hybrid work model for enhanced work-life balance

• Accelerated career advancement opportunities with a structured growth pathway