Associate Investment Analyst/Advisor

W3Global; San Diego (CA); On-site; USD 70,000 - 120,000; Full time

Benefits offered by this job

Medical, dental, vision benefits

401(k) with company matching

Tuition and CFA/CFP exam support

Job summary

W3Global in San Diego, CA, seeks a wealth-management professional to analyze investments and support client portfolios, planning, and meetings. You will research funds, build financial plans, and assist with trades while coordinating with senior advisors.

The role requires a Series 65 or Series 7+66, 1–5 years in investment-related fields, and a Finance/Economics/Accounting degree; strong Excel and client communication are essential.

Qualifications

• Active Series 65 license, OR Series 7 + Series 66
• 1–5 years of experience in investment analysis, wealth management, financial planning, or investment advisory
• Bachelor's degree in Finance, Economics, Accounting, or a related field
• Strong analytical and quantitative skills; Advanced Excel skills

Responsibilities

• Research mutual funds, ETFs, individual equities, and other investment vehicles
• Analyze portfolio performance, asset allocation, risk, and diversification
• Support portfolio construction, monitoring, and rebalancing
• Assist with accurate trade execution across client accounts
• Build, update, and review comprehensive financial plans
• Participate in client meetings alongside senior advisors
• Prepare portfolio reviews, presentations, and meeting materials
• Communicate investment and planning information clearly to clients
• Manage follow-up communication and ongoing client needs

Skills

Analytical skills

Excel proficiency

Communication skills

Education

Bachelor's degree in Finance/Economics/Accounting

Tools

Excel

eMoney

RightCapital

Wealthbox

Salesforce

Job description

• Research mutual funds, ETFs, individual equities, and other investment vehicles


• Support portfolio construction, monitoring, and rebalancing


• Assist with accurate trade execution across client accounts


• Build, update, and review comprehensive financial plans


• Use financial planning software to evaluate client goals and scenarios


• Support senior advisors in developing investment and planning recommendations


• Participate in client meetings alongside senior advisors


• Prepare portfolio reviews, presentations, and meeting materials


• Communicate investment and planning information clearly to clients


• Manage follow-up communication and ongoing client needs

What You’ll Do

• Research mutual funds, ETFs, individual equities, and other investment vehicles


• Analyze portfolio performance, asset allocation, risk, and diversification


• Support portfolio construction, monitoring, and rebalancing


• Assist with accurate trade execution across client accounts

Investment & Portfolio Analysis

• Research mutual funds, ETFs, individual equities, and other investment vehicles


• Analyze portfolio performance, asset allocation, risk, and diversification


• Support portfolio construction, monitoring, and rebalancing


• Assist with accurate trade execution across client accounts

Financial Planning

• Build, update, and review comprehensive financial plans


• Use financial planning software to evaluate client goals and scenarios


• Support senior advisors in developing investment and planning recommendations

Client Advisory

• Participate in client meetings alongside senior advisors


• Prepare portfolio reviews, presentations, and meeting materials


• Communicate investment and planning information clearly to clients


• Manage follow-up communication and ongoing client needs

Operations & Compliance

• Maintain accurate client information and documentation in the CRM


• Support day-to-day advisory operations


• Follow applicable investment advisory and regulatory requirements

What We're Looking For

Required

• Active Series 65 license, OR Series 7 + Series 66


• 1-5 years of experience in investment analysis, wealth management, financial planning, or investment advisory


• Bachelor's degree in Finance, Economics, Accounting, or a related field


• Strong analytical and quantitative skills


• Advanced Microsoft Excel skills


• Excellent written and verbal communication skills


• Comfortable participating in client-facing meetings and presentations

Preferred

• Experience with eMoney, RightCapital, or similar financial planning platforms


• Experience with Wealthbox, Salesforce, or another wealth-management CRM


• Experience with portfolio management, investment research, or financial planning

Why Consider This Opportunity?

• Work directly alongside experienced wealth-management professionals


• Gain exposure across investment research, portfolio management, financial planning, and client advisory


• Work with sophisticated client portfolios and long-term wealth strategies


• Competitive base salary + performance-based bonus


• Medical, dental, and vision benefits


• 401(k) with company matching


• Tuition and exam support for CFA and/or CFP designations


• Clear career progression toward Lead Analyst, Portfolio Manager, or Financial Advisor

Who This Could Be a Great Fit For

This opportunity may be particularly relevant if you're currently a: Investment Analyst | Portfolio Analyst | Investment Associate | Wealth Management Associate | Associate Financial Advisor | Financial Planning Associate | Wealth Advisor | Investment Advisor and you're looking for a role that combines investment analysis with meaningful client interaction and long-term career growth.