What are the responsibilities and job description for the Investment Associate position at Two Lights Private Wealth?
Two Lights Private Wealth (https://www.twolightsprivatewealth.com/), a top producing Wealth Management practice located in Fairfax, VA seeks an Investment Associate professional. Responsibilities include:
- supporting the trading and monitoring of client portfolios
- managing client outreach lists
- assisting with account opening / asset movement
Candidate must be efficient, intuitive, detail oriented, adaptable and have a reasonable understanding of, and an interest in, holistic financial planning. Candidate should also embrace being part of a team.
Benefit Conditions:
- Waiting period may apply
- Only full-time employees eligible
Work Remotely
- Temporarily due to COVID-19
Job Type: Full-time
Pay: $50,000.00 - $65,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Flexible schedule
- Paid time off
- Professional development assistance
Schedule:
- Monday to Friday
Supplemental Pay:
- Bonus pay
Education:
- Bachelor's (Required)
Experience:
- Customer service: 1 year (Preferred)
- Financial planning: 1 year (Preferred)
License/Certification:
- Series 7 (Preferred)
- CFP (Preferred)
Work Location: One location
Salary : $50,000 - $65,000