Wealth Investment Specialist

CMC Recruiting; The Woodlands (TX); On-site; USD 100,000 - 140,000; Full time

Job summary

CMC Recruiting is seeking an Investment Specialist in The Woodlands, Texas, to support investment operations and client service for a boutique wealth management firm. In this role, you will contribute to investment analysis and collaborate closely with Advisors.

The ideal candidate has over 5 years of experience in financial services and holds a Series 7 license. This position offers strong growth potential and the opportunity to mentor others.

Qualifications

• 5+ years of experience in financial services, investment operations, or related field; additional experience strongly valued.
• Series 7 license required.
• Strong analytical mindset with interest in investment research and portfolio construction.

Responsibilities

• Oversee end-to-end preparation and execution of investment account documentation.
• Coordinate and curate materials for quarterly and annual client reviews.
• Partner with Advisors on asset allocation and portfolio construction.

Skills

Financial analysis

Client service

Investment operations

Portfolio construction

Time management

Education

5+ years of experience in financial services

Series 7 license

CFA candidate preferred

Job description

CMC Recruiting is seeking an Investment Specialist in The Woodlands, Texas, to support investment operations and client service for a boutique wealth management firm. In this role, you will contribute to investment analysis and collaborate closely with Advisors.

The ideal candidate has over 5 years of experience in financial services and holds a Series 7 license. This position offers strong growth potential and the opportunity to mentor others.