Investment Analyst

Join a Faith-Driven Financial Planning & Wealth Management Team at Roseman Wealth Advisors

Roseman Wealth Advisors (RWA) is seeking an Investment Analyst to join our growing, mission-minded firm in Tyler, Texas.

With over 400 client households and $400M in assets under management, RWA combines the wisdom of 15 years of experience with the energy and trajectory of a young and growing company. We operate as a true ensemble advisory team, serving families, business owners, and organizations with Christ-centered financial guidance and stewardship.

Our purpose is to guide our clients to Plan well financially, Live life abundantly, and Give lavishly of themselves.

This role sits at the heart of RWA’s investment process—executing trades, shaping strategy, and translating complex markets into clear, meaningful stories clients can understand and trust. It’s an opportunity to blend investment expertise with purpose-driven work in a culture that values collaboration, integrity, and faith.

If that sounds like the place you’d like to grow your investment career, read on.

What You’ll Do

The Investment Operations & Strategy Associate will operate across three primary spheres—Investment Operations, Investment Strategy, and Client Communication & Education. This position plays a vital role in ensuring RWA’s investment process is executed with precision, consistency, insight, and clarity.

1. Investment Operations

• Execute trades to carry out the firm’s investment strategies and client requests (rebalancing, model maintenance, inflows/outflows, and tax-aware strategies).
• Manage client account transactions using trading platforms such as Fidelity/NFS and Advisor Enterprise.
• Maintain accurate and dynamic portfolio management workflows and documentation to ensure compliance and operational excellence.
• Continuously evaluate trading tools and processes to increase efficiency and scalability.

2. Investment Strategy

• Evaluate third-party managers and investment strategies to ensure alignment with RWA’s investment philosophy and principles and client best interests.
• Research markets and investment opportunities and consider merit for inclusion or exclusion from RWA strategic portfolios.
• Construct, monitor, and manage investment models using individual securities, mutual funds, and ETFs.
• Review 401(K) fund line-up for RWA advised 401(K) plans as part of the due diligence process.
• Analyze market trends, economic data, and strategy performance to inform ongoing investment decisions.
• Collaborate with advisors and planners to align portfolio strategies with each client’s broader financial goals.

3. Communication & Education

• Translate investment philosophy and market movements into clear, client-friendly language.
• Equip advisors with weekly themes, talking points, and updates for client conversations.
• Lead or support investment-related communications through webinars, videos, and other public-facing media (with marketing support).
• Participate in client and prospect meetings where investment depth and expertise are needed.

A Day in the Life

• Execute and manage client trades in accordance with Advisor guidance and client requests.
• Monitor client portfolios in accordance with target allocations, tax parameters, and investment workflow adherence procedures.
• Conduct portfolio reviews and perform rebalancing to stay aligned with client goals and RWA investment models.
• Evaluate new strategies or third-party managers for potential adoption.
• Support advisors in client meetings to explain investment composition and performance and rationale behind changes.
• Monitor economic news and provide timely internal updates.
• Lead and/or contribute to RWA’s monthly investment meetings and quarterly educational content.

Minimum Qualifications (Must have’s for consideration)

• 2–8 years of experience in the financial services industry.
• Active SIE, Series 6/7, and Series 63/65 or 66 licenses.
• Experience executing trades and managing client accounts on behalf of a firm or advisor.
• Proficiency with trading tools such as Envestnet, Orion, Advisor, Black Diamond, or similar platforms.
• Strong attention to detail, organizational skill, and communication ability.
• Demonstrated ability to support client relationships through effective service and communication.

Preferred Qualifications (Nice-to-have’s that help you stand out)

• Desire to work in a faith-based, team-oriented environment that integrates Biblical stewardship with professional excellence.
• Located in or near Tyler, Texas (on-site role preferred).
• Advanced certifications such as CFA, CFP, CKA, or similar.

Why This Role Stands Out

This is more than an investment role - it’s an opportunity to join a team that serves clients with eternal purpose. At Roseman Wealth Advisors, you’ll be part of a collaborative, faith-driven culture that values wisdom, stewardship, and long-term relationships.

You’ll gain hands-on experience across all facets of investment management and have a voice in shaping RWA’s evolving investment philosophy and communication strategy.

Highlights include:

• Competitive compensation and benefits package.
• Meaningful work serving clients and families with Biblical principles integrated with financial strategy.
• A stable yet growing firm that values innovation, teamwork, and calling.
• Professional development alongside a credentialed, highly respected advisory team.
• Clear growth trajectory toward leadership as the firm continues to scale - this role begins as a tactical, hands-on position but is designed to evolve into a working manager role, combining strategic oversight, people leadership, and continued involvement in high-impact operational, strategic, and communication efforts.

Apply Today

If you’re seeking a place where your investment expertise, values, and faith can grow together—we’d love to hear from you.

Reach out directly to Chandler Batts at chandler@rosemanwealth.com to start the conversation.

Roseman Wealth Advisors

Plan. Live. Give.

www.rosemanwealth.com