Associate, Investment Associate

The Investment Associate role at Florida Trust Wealth Management is an entry-level position where you’ll support the wealth management team in managing client portfolios. You’ll be involved in trading, compliance reporting, and preparing client materials. This is a great opportunity to grow your career in a supportive and collaborative environment.

What You’ll Do

• Assist in managing and rebalancing investment portfolios.
• Support the portfolio management team with various projects.
• Help with compliance and regulatory reporting.
• Prepare materials and presentations for clients.
• Enhance reporting capabilities for better insights.

What You Need

• 1-2 years of experience in investment management or financial services.
• Strong analytical and communication skills.
• Advanced proficiency in Microsoft Excel.
• Tech-savvy and quick to learn new tools.
• Detail-oriented with strong organizational skills.
• Proactive and accountable attitude.
• Comfortable in a dynamic work environment.

What You’ll Love

• Comprehensive medical insurance paid by the company.
• 401(k) plan with company matching.
• Generous paid time off and holidays.
• Access to mental health resources and wellness programs.
• A supportive and inclusive team culture.

About the Firm

• Florida Trust is an independent trust company focused on relationships.
• They help clients preserve and grow their wealth with integrity.
• They offer a boutique feel with institutional strength.
• The team is community-minded and values client relationships.