Associate Director - Investment Analyst (Wealth Advisory)We are seeking an Investment Analyst to join our Wealth Advisory team. The Investment Analyst will provide comprehensive support to high-net-worth clients by working closely with experienced Wealth Advisors. The ideal candidate is entrepreneurial, capable of working both independently and collaboratively, and able to support the day-to-day management of client relationships. This role is well suited for professionals looking to develop client advisory expertise through mentorship from an experienced Wealth Advisory team.Key ResponsibilitiesReview client portfolios and assist Wealth Advisors with the development, presentation, and implementation of investment recommendations.Support portfolio construction, investment proposals, portfolio rebalancing, phase-in planning, and quarterly performance reviews.Collaborate with the National Investments team to align client portfolios with investment strategies while considering cash flow, taxation, liquidity, risk tolerance, and other client-specific objectives.Assist with the execution of client portfolio trades, including trade execution, margin maintenance, and settlement.Develop and maintain Investment Policy Statements (IPS).Prepare and maintain net worth statements, financial plans, and cash flow projections.Participate in prospect and client meetings to gather information for financial planning and investment strategy development.Stay informed on current wealth planning trends, legislative updates, and planning techniques.Partner with the Wealth Strategy team to enhance client financial planning solutions.Coordinate with Client Associates to manage client onboarding, account maintenance, investments, redemptions, transfers, and money movement requests.Maintain accurate client notes, investment changes, and activities within Salesforce.Review quarterly client performance reports and collaborate with reporting teams to resolve any discrepancies.Prepare client and prospect meeting materials and participate in meetings as needed.Support private investment reporting in collaboration with Client Associates and coordinate with external fund administrators and investment portals.Manage assigned deliverables from initiation through completion while coordinating with internal teams and external partners.Required QualificationsBachelor's degree required.Strong preference for candidates who hold or are actively pursuing CFA® or CFP® designations.Previous internship or professional experience in financial services is required.4+ years of relevant experience preferred.Series 65 license (or equivalent) required, or willingness to obtain within 120 days of employment.Strong analytical, problem-solving, and critical thinking skills.Self-motivated with an entrepreneurial mindset and the ability to work independently.Adaptable and capable of thriving in a fast-paced environment while maintaining a strong sense of urgency.Excellent written and verbal communication skills with exceptional attention to detail.Strong organizational and time-management skills with the ability to manage multiple priorities and meet deadlines.Demonstrated ability to make sound decisions and proactively resolve challenges.Coachable with a strong desire for continuous learning and professional development.Ability to build and maintain strong relationships with clients, colleagues, CPAs, attorneys, and other professional partners.High level of integrity, professionalism, discretion, and commitment to client confidentiality.Proficiency in Microsoft Office Suite.Experience with eMoney, Salesforce, Addepar, and custodial platforms is a plus.Strong initiative with the ability to contribute meaningfully in a collaborative team environment.About Trident ConsultingTrident Consulting is an award-winning staffing and consulting firm headquartered in San Ramon, CA. Since 2005, we've partnered with Fortune 500 and high-growth companies to deliver high-quality talent across technology, engineering, business operations, and professional services. We specialize in contract, contract-to-hire, and direct hire placements, supporting roles across IT, data & analytics, cloud, cybersecurity, finance & accounting, HR, operations, and more. With a strong focus on hard-to-fill and niche positions, our global recruiting engine enables us to deliver speed, quality, and scale.
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