Wealth & Portfolio Advisory Analyst

Miopartners; Atlanta (GA); On-site; USD 70,000 - 90,000; Full time

Job summary

Miopartners in Atlanta is seeking an Investment Advisory Analyst to provide comprehensive investment advice to clients. This role is centered on delivering high-quality support rather than sales, evaluating advisors based on the caliber of advice given.

The ideal candidate will possess a finance-related degree and have 1-2 years of relevant experience in investment consulting. Strong communication and organizational skills are essential. The position is for those authorized to work in the U.S. without employer sponsorship.

Qualifications

• 1-2 years of relevant experience in investment consulting or wealth management.
• Interest in financial planning and portfolio construction.
• Completion of the Series 65 exam required in the intermediate term.

Responsibilities

• Provide investment advice to clients.
• Prepare balance sheets and reports.
• Document investment counseling meetings.

Skills

Investment knowledge

Asset allocation

Communication skills

Organizational skills

Interpersonal skills

Education

Undergraduate or master’s degree in quantitative, finance, or economics

Job description

Miopartners in Atlanta is seeking an Investment Advisory Analyst to provide comprehensive investment advice to clients. This role is centered on delivering high-quality support rather than sales, evaluating advisors based on the caliber of advice given.

The ideal candidate will possess a finance-related degree and have 1-2 years of relevant experience in investment consulting. Strong communication and organizational skills are essential. The position is for those authorized to work in the U.S. without employer sponsorship.