Associate Investment Advisor
Position: Associate Investment Advisor Location: Remote Your Investment Career Starts Here: Are you passionate about investments and ready to take your skills to the next level? Join eCIO, a fast-growing Registered Investment Advisor, as an Associate Investment Advisor. Who We Are: eCIO is a technology-forward Registered Investment Advisor dedicated to serving nonprofit organizations nationwide. We partner closely with boards, committees, and staff to provide strong fiduciary oversight, disciplined investment management, and a high level of service. Why This Role Is Exciting: + Work on a fast-growing team where your contributions have a direct impact. + Gain deep exposure to investments, portfolio management, and nonprofit fiduciary oversight. + Unlimited professional growth potential in a dynamic, collaborative, and innovative environment. What You’ll Do: Client Engagement: Serve as a primary point of contact for clients, assist in onboarding, prepare performance reports, and participate in client and board meetings. Investment Operations: Execute trades, monitor portfolios, support portfolio construction, rebalancing, and maintain compliance with investment policies. Analytics & Research: Analyze portfolio performance, asset allocation, and risk metrics using tools such as Morningstar Direct. Prepare insights and investment commentary for client meetings. Internal Collaboration: Partner with senior advisors to enhance client experiences and contribute to firm-wide process improvements. What We’re Looking For: + 1–5 years of relevant investment experience (including internships). + Ability to confidently present investment information to boards and clients. + Bachelor’s degree in finance, investments, or related field + Strong quantitative, analytical, and problem-solving skills. + High attention to detail with the ability to manage multiple tasks and deadlines. + Entrepreneurial mindset with a proactive, solutions-oriented approach. + Familiarity with Charles Schwab and/or Morningstar Direct a plus. + FINRA Series 65 license (or willingness to obtain). Why Join eCIO: + Be part of a rapidly growing firm (50%+ annual growth) transforming how nonprofits access institutional-quality investment management. + Engage in meaningful work with mission-driven nonprofit clients. + Flat, transparent, and collaborative work environment. + Remote position with flexibility and opportunities for professional growth + Competitive base salary ($55,000-$65,000) plus bonus, 401k, health insurance premium reimbursement, and generous PTO. Apply Now: • If you’re ready to make an impact in the nonprofit sector and grow with a dynamic investment team, send your resume to [email protected]. Apply tot his job