Join a growing wealth management team where your investment expertise helps drive client success. We are seeking an experienced professional with a passion for investment strategy, client relationships, and delivering exceptional service.



What You'll Do
-Support the development and implementation of investment strategies aligned with client goals.

-Conduct investment research and analyze market trends and opportunities.

-Monitor investment models and provide recommendations to advisors and clients.

-Assist with portfolio rebalancing and investment account management.

-Prepare and communicate investment insights, performance updates, and market commentary.

-Collaborate with advisors to support client reviews, proposals, and wealth planning discussions.

-Help onboard new client accounts and support investment-related transitions.

-Maintain accurate investment data and ensure operational excellence across investment processes.



What We're Looking For

-Bachelor's degree in Finance, Economics, Business, or related field.

-5+ years of experience in investment management, investment research, wealth management, or related investment-focused roles.

-Strong understanding of investment markets, asset allocation, and investment analysis.

-Excellent communication and client relationship skills.

-Advanced analytical and problem-solving abilities.

-Experience with investment platforms, reporting tools, and Microsoft Excel.

-CFA designation or CFA candidate preferred. 

Equal Opportunity Employer / Disabled / Protected Veterans

The Know Your Rights poster is available here:
https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12.pdf

The pay transparency policy is available here:
https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_%20English_formattedESQA508c.pdf

For temporary assignments lasting 13 weeks or longer, AppleOne is pleased to offer major medical, dental, vision, 401k and any statutory sick pay where required.

We are committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please contact your staffing representative who will reach out to our HR team.

AppleOne participates in the E-Verify program in certain locations as required by law. Learn more about the E-Verify program.
https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Participation_Poster_ES.pdf

We also consider for employment qualified applicants regardless of criminal histories, consistent with legal requirements, including, if applicable, the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment-qualified applicants with arrest and conviction records, including, if applicable, the San Francisco Fair Chance Ordinance. For Los Angeles, CA applicants: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.