Lead Advisor · 4 days ago
Investment Analyst
Atlanta Metro
Full-time
Hybrid
New Grad, Entry Level
$65K/yr - $75K/yrLead Advisor, LLC is a wealth management consulting and search firm. This role involves assisting senior associates with investment onboarding, portfolio trading, and ongoing compliance, as well as preparing for meetings and coordinating operations according to firm standards.
ConsultingHuman ResourcesWealth Management
Responsibilities
Assist senior associates with investment onboarding
Portfolio trading
Asset movement
Ongoing compliance
Meeting preparation and post-meeting follow-up assistance for advisors and senior associates
Handle operations in coordination with firm standards
Qualification
Required
Bachelor's degree
Active series 7 and 66 or Series 6 and 63
Candidates should have problem-solving abilities & research skills
Demonstrate an interest in financial markets and macro-level economic trends
Proficient in Microsoft Excel as well as other Microsoft Office applications
Self-starter with the ability to work independently and be resourceful
Strong organizational skills with the ability to manage time efficiently
Desire to learn & easily adaptable
Company
Lead Advisor
Lead Advisor offers wealth management services, guidance, private research, and a job board for top talent.
Founded in 2020
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Michael Connaughton
Co-Founder
Company data provided by crunchbase