Investment Analyst & Client Advisor - Growth Path

Eiger Wealth Management, LLC

San Diego (CA)

On-site

USD 70,000 - 100,000

Full time

41 hours ago

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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.