Wealth Management

Are you passionate about financial markets and investment strategy?
Join a growing wealth management team where you'll support portfolio management, trading, and investment research while building a long-term career in the industry.

What You'll Do
Execute portfolio trades and investment transactions
Monitor portfolio performance and market trends
Analyze asset allocation, investment opportunities, and portfolio risk
Assist with portfolio rebalancing and tax-efficient strategies
Conduct market and economic research
Prepare portfolio reports and collaborate with advisors on investment strategies

What We're Looking For
Bachelor's degree in Finance, Economics, Accounting, or related field
Experience in wealth management, portfolio analysis, trading, or investment operations
Strong analytical, quantitative, and problem-solving skills
Advanced Microsoft Excel proficiency
Experience with Bloomberg, Morningstar, Orion, Tamarac, MoneyGuidePro, or similar investment platforms
Knowledge of portfolio construction, asset allocation, and risk management.

CFA designation or active CFA candidate strongly preferred
Experience with Python, SQL, Power BI, or financial modeling is a plus.

If you're analytical, detail-oriented, and excited to grow your career in wealth management, we'd love to hear from you!

Equal Opportunity Employer / Disabled / Protected Veterans

The Know Your Rights poster is available here:

The pay transparency policy is available here:

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.

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.

Additional Skills

CFA designation or active CFA candidate strongly preferred Experience with Python, SQL, Power BI, or financial modeling is a plus. If you're analytical, detail-oriented, and excited to grow your career in wealth management, we'd love to hear from you!