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Wealth Investment Analyst — Client-Focused Portfolio
Job in
Atlanta, Fulton County, Georgia, 30383, USA
Listed on 2026-01-27
Listing for:
Truist
Full Time
position Listed on 2026-01-27
Job specializations:
-
Finance & Banking
Financial Consultant
Job Description & How to Apply Below
A financial services corporation is looking for an Investment Analyst to assist in the delivery of Investment Management Services to high-net-worth clients. The role involves managing a client base and working closely with Investment Managers on strategic investment recommendations and portfolio management. The ideal candidate will have a Bachelor’s degree and Series 65 licenses, with a strong background in finance and at least 2 years of experience.
The position offers competitive benefits and a professional environment.
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