Investment Consulting Associate — Hybrid Work & Client Impact

Bolton Partners, Inc.; Towson (MD); Hybrid; USD 105,000 - 135,000; Full time

Benefits offered by this job

Family health, vision, and dental benefits

Employer-paid disability and life insurance

401(k) plan with match after 6 months

Vacation and sick leave

Paid holidays

Hybrid telework arrangements

Monthly fitness stipends

Job summary

Bolton Partners, Inc. is seeking an Associate Consultant to join their Investment Consulting Group in Towson, Maryland. This role is ideal for an experienced investment professional who possesses strong analytical, organizational, and communication skills. Responsibilities include managing client activities, participating in client meetings, and supporting investment-related projects. Required qualifications include a Series 65 license and at least 7 years of relevant experience. Bolton offers a collaborative work environment with a generous benefits package and opportunities for professional growth.

Qualifications

• Series 65 license is required.
• At least 7 years of experience in investment, consulting, or financial services.
• Strong analytical, organizational, and communication skills.

Responsibilities

• Manage day-to-day tasks for assigned clients.
• Prepare and review client materials and analyses.
• Support investment-related projects within the consulting group.

Skills

Strong analytical skills

Organizational skills

Communication skills

Client service skills

Education

Series 65 license

Pursuit of CFA, CAIA, or MBA

Minimum of 7 years of relevant investment experience

Job description

Bolton Partners, Inc. is seeking an Associate Consultant to join their Investment Consulting Group in Towson, Maryland. This role is ideal for an experienced investment professional who possesses strong analytical, organizational, and communication skills. Responsibilities include managing client activities, participating in client meetings, and supporting investment-related projects. Required qualifications include a Series 65 license and at least 7 years of relevant experience. Bolton offers a collaborative work environment with a generous benefits package and opportunities for professional growth.