Mission Wealth · 1 day ago
Investment Associate
Santa Barbara, CA, US
Full-time
Onsite
New Grad, Entry Level
$75K/yr - $75K/yrMission Wealth is a Barron’s Top 100 RIA firm, recognized as one of the Best Places to Work by Fortune. The Investment Associate will support the Investments Team by managing client assets, participating in investment research, and contributing to the overall client financial experience.
Financial ServicesInsuranceRisk ManagementTax ConsultingWealth Management
Responsibilities
Work with a high-performing & growth-oriented investment team responsible for the management of over $14B in client assets
Utilize Tamarac trading software for daily trading requirements and portfolio reporting
Participate in Mission Wealth’s investment committee and contribute to the research of ETFs, mutual funds, individual stocks/bonds, options, and alternative investments used in Mission Wealth portfolios
Interact with preferred custodians (Fidelity/Schwab) to execute trades
Work with a high-performing & growth-oriented team
Speak your mind, have your voice heard, innovate, and streamline existing processes
Grow yourself personally and professionally with the support of your team
Qualification
Required
Desire to work in a financial support role, ideally with some experience within wealth management
Bachelor's Degree in Finance, Business, or Economics and a desire to achieve the Chartered Financial Analyst (CFA) designation
Excellent attention to detail, multi-tasking, and time management skills
Strong knowledge base across investments, economics, accounting, and financial planning
Proficient with the full MS Office Suite; ability to create complex and impactful presentations/analysis
Experience with Salesforce, Tamarac/Envestnet, & Fidelity/Schwab, Bloomberg, and FactSet
A sincere desire to make a difference not only in clients' lives but in the world, demonstrated through your own volunteer journey
Benefits
Medical/dental/vision benefits
401(k)/Profit Sharing
Volunteer Time Off (VTO)
Family Medical Leave (FMLA)
Sabbaticals
Wellness benefits
Ongoing educational reimbursements
Company
Mission Wealth
Mission Wealth is a premier wealth and investment management firm headquartered in Santa Barbara, CA, with multiple offices across the United States.
Founded in 2000
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
unknownKey Investors
Great Hill Partners
2025-05-01Private Equity
Leadership Team
Brad Stark
Founder and Chief Compliance Officer
John Wernz
Partner, Strategic Advisor
Recent News
2026-01-16
2025-09-17
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