Posted August 20, 2026
Trainee Wealth Management
Investment Firm in Stamford, CT
Stamford, CT, US
Full Time
60000USD per year
Job Description
Job Description
Benefits:
Benefits/Perks
We are seeking junior associate to join our Investment management team. In this role, you will support our portfolio managers in providing investment management and tax management services to our high net worth clients.
Qualifications
About Us
SEC registered independent boutique fiduciary firm with 30 year history applying classic portfolio management principles. No salespeople. No commissioned products. Just the best of the fiduciary only-and-always model for clients who want to sleep at night.
- 401(k)
- 401(k) matching
- Bonus based on performance
Benefits/Perks
- Career Advancement Opportunities
- Competitive Compensation
We are seeking junior associate to join our Investment management team. In this role, you will support our portfolio managers in providing investment management and tax management services to our high net worth clients.
Qualifications
- Client service personality, kind, caring, friendly
- Series 65
- CFP or CFA
- Bachelor’s degree in finance or a related field; top grades
- Previous experience as a financial planner or financial analyst
- Excellent excel, word, power point, and Emoney skills
- Excellent communications and presentation skills
- Excellent references
- Desire to work and learn
- High attention to detail
- Clean regulatory history
About Us
SEC registered independent boutique fiduciary firm with 30 year history applying classic portfolio management principles. No salespeople. No commissioned products. Just the best of the fiduciary only-and-always model for clients who want to sleep at night.
