Waldron Private Wealth (Waldron) is looking to fill an investment position and is seeking a motivated, organized and task oriented individual. This individual will be responsible for providing investment portfolio management services which encompasses analysis, investment deliverables, and value-added idea generation.

In this role you will:

• Create and complete investment deliverables including, but not limited to, investment updates, proposals, and GAP deliverables. 
• Provide value add ideas for clients or prospects meeting preparation.
• Complete meeting preparation including data input with little to no supervision.
• Complete detailed and organized meeting notes for internal client and prospect preparation meetings.
• Prepare trade recommendations for client portfolios.
• Research and summarize value add investment focused articles and/or presentations.
• Meet deadlines with 100% completed work.

What you need:

• Bachelor’s Degree in finance or related field required.
• Minimum of one (1) year of experience in a financial services industry preferred.

About Us:

Waldron is a boutique wealth management firm that advises a select group of multigenerational families, business owners and corporate executives. We are dedicated to providing our clients with comprehensive financial planning and independent, goal-based investment management. Waldron has been consistently ranked as a top financial advisor by industry leading publications including Barron’s, Forbes, and the Financial Times.

At Waldron we offer our employees:

Comprehensive medical benefits – currently we cover 100% of your medical premium!
Dental and Vision coverage
Life Insurance
Short and Long Term Disability
401(k) Profit Sharing
Paid Time Off
Financial Planning Advice