Top Tech Jobs & Startup Jobs

Perform fundamental equity research across Consumer Discretionary and Consumer Staples: build and maintain financial models, valuations, earnings analysis, and investment theses. Produce research reports, earnings updates, and sector commentary; partner with portfolio managers and advisors to inform security selection, portfolio construction, and advisor-facing education and due diligence.

As a Financial Advisor, you will build client relationships, provide financial planning and advice, and achieve business goals while developing your career.

Lead onboarding, maintenance, and offboarding of institutional client accounts. Coordinate across business and operations teams to ensure accuracy, compliance, and timely execution. Provide subject-matter expertise, identify and implement process improvements, perform reporting, lead projects, and coach/train staff to deliver a high-quality client experience.