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Investment Operations Analyst at Perspective Wealth Advisors

Loveland, CO | Full Time
$123k-181k (estimate)
4 Weeks Ago
Candidate MUST be located in Colorado and have experience outside of college. We're looking for a talented professional to join our team in the role of Investment Analyst. If you’re passionate about investment strategies, analysis, and operational excellence, this might be the perfect opportunity for you. Key Responsibilities. 1. Investment Management. Investment Execution. Execute trades across client accounts in alignment with investment strate...

Investment Analyst at Perspective Wealth Advisors

Colorado, CO | Full Time
$94k-123k (estimate)
1 Month Ago
We're looking for a talented professional to join our team in the role of. Investment Analyst. If you’re passionate about investment strategies, analysis, and operational excellence, this might be the perfect opportunity for you. Ideally looking for a candidate located in Colorado. Key Responsibilities. 1. Investment Management. . Investment Execution. . Execute trades across client accounts in alignment with investment strategies and model portf...

Client Services Associate at Perspective Wealth Advisors

Loveland, CO | Full Time
$58k-76k (estimate)
3 Months Ago
Perspective Wealth Advisors is a mission-driven, detail-centric, and growth-focused financial planning firm that exists to bring clarity to the complex financial lives of busy and successful individuals. At our firm, Christ is the compass, and we believe wholeheartedly in the call to stewardship of time and resources. The Client Services Associate will play an integral part in executing that vision by directly supporting the firm's Advisors. This...
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