Wealth Management Analyst

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

Must be authorized to work in the United States. Sponsorship is not available for this position

What You'll Do

-Execute portfolio trades and investment transactions

-Monitor portfolio performance and market trends

-Support portfolio rebalancing and asset allocation strategies

-Conduct market and investment research
Prepare investment reports and performance analysis

-Collaborate with advisors to implement client investment strategies

-Assist with tax-efficient portfolio management

What We're Looking For

-Bachelor's degree in Finance, Economics, Accounting, Business, or a related field

-Experience in wealth management, investment management, trading, investment operations, or financial advisory support
-Strong analytical, quantitative, and problem-solving skills

-Advanced Microsoft Excel proficiency
Experience with Bloomberg, Morningstar Direct, Orion, Tamarac, MoneyGuidePro, or similar investment platforms preferred

-FINRA Series 7 license required or CFA designation/active CFA candidate strongly preferred

-Experience with Python, SQL, or Power BI is a plus

-Excellent communication skills and attention to detail

Equal Opportunity Employer / Disabled / Protected Veterans

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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

Why Join Us?
-Hybrid work environment
-Competitive salary based on investment experience
-Direct Hire opportunity Long-term career growth within a collaborative wealth management team

If you're analytical, detail-oriented, and excited to grow your career in wealth management, we'd love to hear from you.
Must be authorized to work in the United States. Sponsorship is not available for this position