Investment Analyst

Jobot; Los Angeles (CA); On-site; USD 90,000 - 110,000; Full time

Job summary

Jobot is seeking an Investment Analyst for a top wealth management firm in Los Angeles, offering a salary range of $90,000 to $110,000 per year. The role requires a Bachelor’s Degree, CFA track, and Series 65 or intent to attain. You'll support client-focused investment research and portfolio analysis.

The ideal candidate is detail-oriented, curious, disciplined, collaborative, solution-focused, and self-driven, with a passion for delivering high-touch service and thoughtful wealth planning.

Qualifications

• Bachelor’s Degree required.
• CFA track in progress or pursuit preferred.
• Series 65 license or intent to attain within an agreed timeframe.

Skills

Detail-Oriented

Curious

Disciplined

Collaborative

Solution-Focused

Self-Driven

Education

Bachelor’s Degree

CFA Track

Series 65 (or clear intention to attain)

Job description

Investment Analyst - Top Wealth Management Firm

Job details

Salary: $90,000 - $110,000 per year

A bit about us

We operate with a deeply client-centric philosophy, delivering comprehensive, high-touch solutions designed to support families holistically. We aim to set a new standard in the financial services landscape- combining deep expertise, unwavering client loyalty, and forward-thinking innovation to help families deploy their wealth with purpose and lasting impact.

Why join us

• Detail-Oriented - You produce consistently accurate, high-quality work
• Curious - You ask smart questions and actively seek feedback
• Disciplined - You rely on systems and processes to execute reliably
• Collaborative - You build strong relationships across teams
• Solution-Focused - You approach challenges with optimism and creativity
• Self-Driven - You take initiative and move work forward independently

Job Details

• Bachelor’s Degree
• CFA Track
• Series 65 (or clear intention to attain)

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

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