Senior Investment Analyst (CFA required)

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Aliso Viejo, CA Full-time Posted 30+ days ago
Why the company? At the company, we strive to set the bar for the retirement services industry. Our goal is to deliver advanced retirement solutions that combine our core fiduciary services with robust investment options, innovative technology, and dedicated client service. We focus on making choices clearer, transitions smoother, and the client experience more delightful. Complacency isn't in our vocabulary. Every day, we look for opportunities to better serve our clients, be an excellent business partner, and earn the trust of those who rely on us.  The Role The company is looking to add…

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