Eiger Wealth Management, LLC · 1 month ago
Associate Investment Advisor
San Diego, CA
Full-time
Onsite
Entry, Mid Level
2+ years expEiger Wealth Management, LLC is an independent wealth management firm based in San Diego, serving individuals and families with complex financial needs. 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.
Financial Services
Hiring Manager
Fabian Waldner
Responsibilities
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
Qualification
Required
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
Preferred
Professional designations such as CFP® or CFA® are a plus
Company
Eiger Wealth Management, LLC
We believe in a diversified approach to investing that includes public as well as private investments, particularly in private real estate.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase