Associate Investment Analyst/Advisor

Eiger Wealth Management, LLC; San Diego (CA); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Competitive base salary and bonus

Health, dental, and vision insurance

401(k) matching program

CFA/ CFP exam support

Job summary

Eiger Wealth Management, LLC is seeking an Associate Investment Analyst / Financial Advisor with 1–5 years in financial services. You will analyze investments, construct portfolios, and help manage client relationships alongside senior advisors.

The role blends market research with client-facing work, offering a clear path to Lead Analyst, Portfolio Manager, or Advisor roles. CFA/ CFP study support is provided as part of our career development.

Qualifications

• Active securities license requirements or equivalent.
• 1–5 years in investment analysis, financial planning, or wealth mgmt.
• Bachelor’s degree in a related field.
• Proficiency with financial planning software and CRMs.
• Advanced Excel analysis capabilities.
• Strong verbal and written communication for client interactions.

Responsibilities

• Portfolio & Market Analysis: research investments and monitor asset allocations.
• Financial Plan Creation: build and review comprehensive wealth plans.
• Client Advisory Support: assist in meetings and prepare materials.
• Trade Execution: support portfolio rebalancing and trades.
• Operations & Compliance: maintain client records and adhere to regulations.

Skills

Licensing: Series 65 / 7/66

Investment analysis experience

Excel proficiency

Communication skills

Education

Bachelor's in Finance/Economics/Accounting

Tools

eMoney

RightCapital

Wealthbox

Salesforce

Job description

Eiger Wealth Management, LLC is a growing wealth management firm dedicated to providing comprehensive, client-first financial planning and investment management. We pride ourselves on transparency, deep analytical research, and helping our clients achieve long-term financial peace of mind. We are looking for an ambitious, detail-oriented professional to join our advisory and research team.

Position Overview

We are seeking an Associate Investment Analyst / Financial Advisor with 1–5 years of experience in the financial services industry. This dual role is designed for a professional who loves market research and portfolio construction but also enjoys client interaction and relationship management. You will work directly alongside senior advisors to analyze investment options and build investment portfolios as well as help manage client relationships.

Key Responsibilities

• Portfolio & Market Analysis: Research investment vehicles, monitor asset allocations, and conduct quantitative analysis on mutual funds, ETFs, and individual equities.
• Financial Plan Creation: Utilize financial planning software to build, update, and review comprehensive wealth management plans for clients.
• Client Advisory Support: Participate in client meetings, prepare presentation materials, and handle follow-up communication regarding portfolio performance and strategy changes.
• Trade Execution: Assist with portfolio rebalancing and trade execution across client accounts accurately and efficiently.
• Operations & Compliance: Maintain accurate client records in our CRM and ensure all advisory activities comply with industry regulations.

Qualifications

• Licensing: Active Series 65 license is required (or Series 7/66 combined).
• Experience: 1–5 years of experience in investment analysis, financial planning, or wealth management.
• Education: Bachelor’s degree in Finance, Economics, Accounting, or a related field.
• Technical Skills: Proficiency with financial planning software (e.g., eMoney, RightCapital) and CRM systems (e.g., Wealthbox, Salesforce) is preferred.
• Analytical Skills: Advanced Microsoft Excel skills with the ability to manipulate and interpret complex financial data.
• Communication: Exceptional verbal and written communication skills with a strong comfort level presenting to clients.

What We Offer

• Competitive base salary plus performance-based bonus.
• Comprehensive health, dental, and vision insurance.
• 401(k) matching program.
• Clear career path toward a Lead Analyst, Portfolio Manager, or Advisor role.
• Tuition and exam support for the CFA® and/or CFP® designations.