Financial Advisory Associate jobs in United States
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Stegner Investment Associates, Inc. · 16 hours ago

Financial Advisory Associate

positionLouisville, KY
timeFull-time
remoteOnsite
seniorityMid Level
date3+ years exp

Stegner Investment Associates, Inc. is an independent investment consulting firm dedicated to helping clients achieve their investment goals. The role involves providing investment management support, requiring strong analytical and organizational skills, and the ability to manage multiple priorities.

Financial Services

Qualification

Investment managementMicrosoft OfficeAnalytical skillsOrganizational skillsProblem-solving skillsMulti-taskingCommunication skillsAttention to detail

Required

At least 3 years of experience in investment management with operations and/or administration
Strong analytical, organizational and problem-solving skills
High attention to detail and a commitment to accuracy
Ability to manage multiple priorities in a fast-paced environment
Strong communication skills and comfort interacting with internal teams and external partners
Proficiency in Microsoft Office (Excel, PowerPoint, Word)

Preferred

Candidates from a variety of backgrounds within financial services are encouraged to apply

Company

Stegner Investment Associates, Inc.

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Stegner Investment Associates, Inc.
dateFounded in 1994
location
Louisville, Kentucky, USA
people-size11-50 employees
web-link
https://www.stegnerinvestments.com

Funding

Current Stage
Early Stage

Leadership Team

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Beth Peabody
CEO & Chief Investment Officer
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Doug Peabody
President & Chief Operations Officer
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Company data provided by crunchbase