Investment Analyst

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 connect@johnsonbixby.com