Research Analyst

Eligibility : Bachelor's in Finance or related field; Series 66 registration (or obtained within 6 months of hire)
Location : Marietta, GA
Job Category : Financial Planning
Job Type : Full-time
Hiring Process : Application, Interview, Panel Interview
Designation : Client Data Manager

Job Profile : The Research Analyst will support the Lead Advisor in coordinating client financial plans with their investment portfolio. He/she will primarily be responsible for compiling and analyzing client data to develop financial plans within our software. This will include in-depth research and plan manipulation to reach the desired plan objectives. Other responsibilities will include weekly portfolio reporting, rebalancing of portfolios, 401k allocations, writing blog posts and he/she will perform the firm's trading on a weekly basis. This Research Analyst position is a back-office role with limited client interaction. The ideal candidate will be a recent college graduate with a degree in Finance or Accounting (or related) and be able to obtain their Series 66 license within 6 months of hire. Must have financial industry knowledge.

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