Investment Associate

Florida Trust Wealth Management; Fort Myers (FL); Hybrid; USD 60,000 - 90,000; Full time

Benefits offered by this job

Health & Wellness

Financial Benefits

Work-Life Balance

Wellbeing

Culture

Job summary

The Florida Trust is seeking an Investment Associate to support our wealth management team in portfolio administration, operations, and client service in Southwest Florida. You will assist portfolio managers with trading, reporting, and materials preparation while upholding our commitment to integrity and client focus.

Ideal candidates have 1–2 years in investment/wealth management, strong analytical and communication skills, and a proactive, collaborative mindset.

Qualifications

• Minimum 1–2 years of experience in investment management, wealth management, or financial services.
• Exceptional analytical and written/verbal communication skills.
• Advanced proficiency in Microsoft Office, especially Excel.
• Tech-savvy mindset with the ability to learn new tools quickly.
• A collaborative spirit and strong organizational and attention to detail skills.
• A proactive, energetic approach with a strong sense of accountability.
• Comfort working in a dynamic, entrepreneurial environment.

Responsibilities

• Executing trading and portfolio rebalancing as directed by Portfolio Managers, following established investment guidelines and account instructions.
• Maintaining and updating portfolio management software systems, escalating system issues to the CIO or IT as needed.
• Preparing reports and materials for review by the Asset Management Committee.
• Preparing client and prospective client presentation materials as directed by Portfolio Managers.
• Supporting enhancements to reporting capabilities as directed by team leadership.
• Compliance and regulatory administrative assistance.
• Assist CIO and Portfolio Managers with ad hoc projects.

Skills

Analytical skills

Written/verbal communication

Collaborative spirit

Attention to detail

Proactive, energetic

Tools

Microsoft Office

Excel

Job description

WHO WE ARE

At The Florida Trust, we're not your typical financial institution. We're an independent trustcompany built on relationships, not transactions. Our mission is to help individuals and familiespreserve and grow their wealth with integrity, transparency, and a deeply personal touch.We serve clients across Southwest Florida and beyond, offering investment management, trust,and estate services with a boutique feel and institutional strength. Our team is close-knit,community-minded, and committed to doing right by our clients-and each other.

WHAT YOU'LL DO

As an Investment Associate, you'll play a key role in supporting our wealth management team by assisting with portfolio administration, streamlining operations, and delivering an exceptional client experience. You'll be assisting the portfolio management team with the following responsibilities (but not limited to).

Day-to-Day Responsibilities

• Executing trading and portfolio rebalancing as directed by Portfolio Managers, following established investment guidelines and account instructions
• Maintaining and updating portfolio management software systems, escalating system issues to the CIO or IT as needed
• Preparing reports and materials for review by the Asset Management Committee
• Preparing client and prospective client presentation materials as directed by Portfolio Managers
• Supporting enhancements to reporting capabilities as directed by team leadership
• Compliance and regulatory administrative assistance
• Assist CIO and Portfolio Managers with ad hoc projects

WHY YOU'LL LOVE WORKING HERE

Working here feels like being part of something meaningful. They believe in professionalism without pretense, and treat their team like the valuable people they are-not just job titles. You'll be surrounded by smart, kind, and driven colleagues who care deeply about their work and the people they serve.

• Health & Wellness: 90% employer-paid medical coverage. Dental and vision plans available at employee cost.
• Financial Benefits: Employer-supported 401(k) safe harbor contribution and Employee Stock Ownership Plan (ESOP).
• Work-Life Balance: Generous PTO, paid holidays, hybrid policy (3 days/month), and a supportive team culture.
• Wellbeing: Access to mental health resources and wellness initiatives.
• Culture: We host annual team events, community involvement opportunities, and foster a respectful, inclusive workplace.

Must-Haves:

• Minimum 1-2 years of experience in investment management, wealth management, or financial services
• Exceptional analytical and written/verbal communication skills
• Advanced proficiency in Microsoft Office, especially Excel
• Tech-savvy mindset with the ability to learn new tools quickly
• A collaborative spirit and strong organizational and attention to detail skills
• A proactive, energetic approach with a strong sense of accountability
• Comfort working in a dynamic, entrepreneurial environment

Nice-to-Haves:

• Experience with portfolio management or trading platforms
• Familiarity with compliance and regulatory standards in financial services
• Ideally a follower of markets and demonstrated interest in investing
• Progress towards a professional designation (ie. CFA, CFP)