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 Now
Apply Now