Wealthview Capital is currently hiring. As a boutique, fee-only registered investment advisor that adheres to a fiduciary standard of care, we partner with families throughout the United States to help them achieve their life’s goals. The firm offers goals-based financial planning, discretionary portfolio management, and prudent financial advice delivered by a team that knows each client on a first-name basis. See below for current opportunities to join our team of highly qualified and dedicated professionals.
Financial Analyst
About the Position:
Jackson, MS wealth management firm is seeking a Financial Analyst to join its team of highly qualified and dedicated professionals. The financial analyst works closely with the wealth advisory team to analyze financial data and create financial models for decision support, evaluate financial performance by comparing and analyzing actual results with plans and forecasts, and ensure accurate performance reporting. They will study stock market activity, execute trades, and monitor and analyze trade activity on behalf of the firm’s clients. Ideal for a new graduate or emerging professional interested in building a career at a small, client-oriented firm, this position is full-time, salaried, and non-remote in the firm's Jackson, MS office.
About Wealthview:
Wealthview Capital is a boutique, fee-only registered investment advisor that adheres to a fiduciary standard of care and partners with families throughout the United States to help them achieve their life’s goals. The firm offers goals-based financial planning, discretionary portfolio management, and prudent financial advice delivered by a team that knows each client on a first-name basis.
Prerequisites:
- 0-3 years of business finance or relevant experience
- Bachelors in Accounting, Finance, Economics or Math
- Strong fluency with Excel formulas and functions
- Strong analytical and data gathering skills
- Attention to detail and ability to remain calm and organized
- Self-starter attitude; enjoys taking ownership of projects
- Passion to learn and grow
If interested in applying, please send resume and cover letter to Miriam Fair at mfair@wealthviewcapital.com.