What are the responsibilities and job description for the Associate Investment Advisor position at Eiger Wealth Management, LLC?
Company Description
Eiger Wealth Management, LLC is an independent wealth management firm based in San Diego, serving individuals and families with complex financial needs. We take a diversified approach to investing, combining traditional public markets with select private investments, including a focus on private real estate.
Our team is committed to thoughtful, long-term planning and delivering personalized investment strategies tailored to each client’s goals. We value intellectual curiosity, disciplined decision-making, and a client-first mindset, and we strive to build enduring relationships based on trust and transparency.
Role Description
Eiger Wealth Management is seeking an experienced Associate Investment Advisor to join our team in San Diego, CA. This is a full-time, on-site role supporting senior advisors and working directly with clients.
The Associate Investment Advisor will assist with financial planning and portfolio management, help develop and implement investment strategies, and provide ongoing advice and service to clients. This role is ideal for someone who enjoys both analytical work and client interaction and is looking to grow within an established advisory practice.
Key responsibilities include
- Supporting clients with financial planning and investment strategy implementation
- Analyzing and monitoring investment portfolios
- Researching market trends, funds, and investment opportunities
- Assisting with client meetings, reviews, and ongoing relationship management
- Delivering a high level of client service and responsiveness
- Collaborating with senior advisors on customized client solutions
Qualifications
- Minimum 2-years of experience in financial services or investment management
- Bachelor’s degree in Finance, Economics, Business, or a related field
- Proficiency in financial planning and investments
- Strong understanding of investment strategies, portfolio construction, and financial markets
- Excellent client service and communication skills
- Analytical and problem-solving abilities with strong attention to detail
- Ability to manage multiple priorities
- Professional designations such as CFP® or CFA® are a plus
If you are a motivated advisor looking to grow your career in a collaborative, client-focused environment, we’d love to hear from you.