Description

Salary: $100,000+ ; $60,000 salary + quarterly bonus based on firm-wide revenue, benefits. Opportunity for ownership.

Experienced investment professional who is excited to do investment research, work with a portfolio management team, participate in sales, marketing and all other aspects of an RIA business.

Requirements

Desired Qualifications:

        The ideal candidate should have a deep interest in investment research.

         Willingness to take on a variety of responsibilities including trading, compliance, operations, and sales & marketing.

        We are a unique RIA. We all participate in research, building our portfolios and serving our clients.

        Must have an ability to communicate well.

        Bachelor’s degree is required.

        3-5 years of experience necessary in portfolio management and security research.

        Must live in San Diego or adjacent geographic area. No remote work.

        Must be eligible to work in the U.S.