At Johnson Bixby, we believe financial empowerment is key to bettering our communities.
We use our expertise to unlock opportunities for our clients, the community and each other. Working together as a team, we engage in long-term relationships with our clients and together build a clear, realistic roadmap to help them reach their financial goals.
We are looking for an Investment Analyst who will work closely with our Certified Financial Planner™ professionals. The position is responsible for conducting investment research and analysis, producing reports for presenting to clients and acting in a support capacity for the Planners of JBA. It is expected any candidates have a strong knowledge of investment and financial concepts, possess strong analytical skills and ability to consistently produce accurate reports in a timely manner.
If you have at least 5-7 years of investment and wealth management experience plus a Bachelor’s degree from four-year college or university and your CFA® designation, we’d love to hear from you.
We offer a generous salary and benefits package, including paid time off, employer-paid medical insurance, 401(k) offering and more.
We look forward to chatting about how we feel it’s more than simply financial planning. It’s making a difference in the lives of those around us – our clients, our community and each other.
Please send your cover letter and resume to firstname.lastname@example.org