Investment Platform Specialist: Advisor Support & Research

Modern Wealth Management; Mesa (AZ); On-site; USD 90,000 - 140,000; Full time

Job summary

Modern Wealth Management in Mesa, AZ is seeking an Investment Specialist to support the nationwide Investment Platform, serving as an investment subject-matter expert across business lines and advising advisors and regional offices. The role emphasizes fiduciary responsibilities and high-quality investment solutions firm-wide.

The ideal candidate combines strong investment expertise with a service mindset to enhance advisor engagement and support across the firm’s fiduciary framework.

Qualifications

• Bachelor’s degree in finance, economics, or related field required.
• CFA designation or active CFA candidacy preferred.
• Minimum of 5+ years in investment management or portfolio management.
• Strong knowledge of financial markets, investment products, asset allocation, security analysis, and risk management.
• Excellent communication of complex investment concepts to advisors and stakeholders.

Responsibilities

• Assist in building, maintaining, and supporting Modern Wealth’s Nationwide Investment Platform, including internally and externally managed strategies.
• Develop, manage, and maintain internally managed nationwide investment strategies with asset allocation and manager selection.
• Conduct in-depth investment research and due diligence on external managers and strategies.
• Support investment approval, onboarding, and integration of new strategies across the firm.
• Contribute to ongoing enhancement and scalability of the Nationwide Investment Platform.
• Build and maintain relationships with advisors and regional offices as a trusted investment resource.
• Provide investment guidance to advisors and clients on asset allocation and portfolio construction.

Skills

Investment research

Due diligence

Asset allocation

Communication

Portfolio construction

Education

Bachelor’s degree in finance/economics

CFA designation or active CFA candidacy preferred

Job description

Modern Wealth Management in Mesa, AZ is seeking an Investment Specialist to support the nationwide Investment Platform, serving as an investment subject-matter expert across business lines and advising advisors and regional offices. The role emphasizes fiduciary responsibilities and high-quality investment solutions firm-wide.

The ideal candidate combines strong investment expertise with a service mindset to enhance advisor engagement and support across the firm’s fiduciary framework.