Financial Advisory Associate
Listed on 2026-02-06
-
Finance & Banking
Financial Analyst, Financial Consultant
Overview
Stegner Investment Associates, Inc. (SIA) is an independent, fee-only investment consulting firm dedicated to helping clients achieve their investment goals as a fiduciary. Since 1994, SIA has proudly served a diverse client base, including endowments, foundations, corporate retirement plans, and high-net-worth individuals. The firm is employee-owned and focuses on developing disciplined, diversified strategies customized to maximize clients’ investment plans. SIA emphasizes building lifelong client relationships through strategic planning, open communication, and performance-focused solutions that meet or exceed client expectations.
The company is based in Louisville, KY, and is distinguished for its commitment to accountability and excellence.
SIA is seeking motivated and detail-oriented candidates with at least 3 years of experience in investment management with operations and/or administration.
Qualifications3>- 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)
Candidates from a variety of backgrounds within financial services are encouraged to apply
#J-18808-Ljbffr(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).