Description:

We are seeking a driven, analytical, and team-oriented Investment Associate to join our client’s growing investment and wealth management advisory firm. This in-office role offers hands-on experience supporting senior advisors across investment research, financial planning, client service, and firm growth initiatives.

The ideal candidate is a recent graduate or early-career professional motivated to build a long-term career in investment advisory, financial planning, and wealth management.

Responsibilities Include:

• Support senior advisors in financial planning, portfolio construction, and investment research
• Conduct market research and assist with investment due diligence
• Assist with client onboarding and ongoing service and operational requests
• Participate in internal strategy discussions and firm growth initiatives
• Contribute to the firm’s digital presence, including research support, content ideation, analytics, or production assistance
• Continuously develop technical knowledge, industry expertise, and professional skills
• Track progress on projects and support team efficiency

Qualifications:

• 0–5 years of experience in finance, accounting, business, or a related field
• Bachelor’s degree in Finance, Accounting, Business, Economics, or related discipline
• Previous collegiate athletics experience is a plus
• Strong analytical and problem-solving skills
• Competitive, disciplined, and team-oriented mindset
• Excellent written and verbal communication skills
• Desire to grow into a long-term advisory or investment management role
• Motivated to pursue professional certifications such as CFP, CFA, CAIA, or CPA

Hours & Benefits:

• Monday–Friday, 8:00 AM – 5:00 PM
• Performance-based bonus structure
• Profit-sharing opportunities
• Comprehensive benefits package

For more details on this role please contact jobs@walrathrecruiting.com or call 518-275-4816. Please reference the specific job number you are inquiring about.

The specific salary/pay rate offered to a candidate may be influenced by a variety of factors, including but not limited to the candidate’s experience, education, and work location.

This is an immediate opportunity. The interview process will be comprised of a combination of virtual and in-person. If you are qualified for this position, please apply using our secure online form.