Job Description
Job DescriptionSalary: $65,000-$85,000 annually
Start Your Career in Investment Management
CCR Wealth Management is seeking a motivated Investment Associate to join our growing team. This entry-level role is ideal for recent graduates, early-career professionals, or those considering a career change into financial markets, portfolio management, or wealth management.
You will work directly with our Chief Investment Officer and Senior Investment Consultant (both CFA Charterholders), gaining hands-on experience implementing portfolio strategies, executing trades, supporting investment research, and participating in investment committee discussions.
About CCR Wealth Management
Founded in 1998, CCR Wealth is an independent firm providing financial planning and investment management to individuals and families. Our team has worked together for over a decade, fostering a collaborative, supportive environment where employees grow their careers. We are committed to strong client relationships and community involvement.
Responsibilities
Trading & Portfolio Implementation
- Execute portfolio trades including cash raises, asset allocation adjustments, and model-driven rebalancing
- Implement trades across multiple client accounts through portfolio management and trading systems
- Assist with portfolio rebalancing and allocation updates across client portfolios
Portfolio Maintenance
- Monitor client portfolios to ensure alignment with model allocations and investment guidelines
- Assist with portfolio maintenance, including cash management and account-level adjustments
- Support the investment team in maintaining accurate portfolio records and investment allocations
Investment Support
- Assist the investment team with portfolio monitoring and performance tracking
- Support investment research and due diligence on mutual funds, ETFs, and other investment strategies
- Prepare materials related to portfolio positioning and investment discussions
Advisor Collaboration
- Work closely with financial advisors to support client portfolios and investment-related requests
- Assist advisors with portfolio allocation questions and investment-related materials
- Help ensure a high level of service in maintaining and supporting client portfolios
What Youll Learn
- Portfolio construction, asset allocation, and investment strategy
- Portfolio monitoring, analytics, and performance evaluation
- Mutual fund and ETF research
- The investment decision-making process within a wealth management firm
Qualifications
Required
- Bachelors degree (Finance, Economics, Business or related field preferred)
- Strong interest in financial markets and investing
- Excellent analytical and communication skills
- Strong attention to detail
- Functional working knowledge of asset allocation OR the ability to quickly develop this knowledge
- Series 7 license, or willingness to obtain
Preferred
- Internship experience in finance, wealth management, or asset management
- Strong Excel and research skills
- Series 63/65 or Series 66 licenses
- Familiarity with investment research platforms (e.g., Morningstar, YCharts)