Join the FAI team.

FAI Careers

We realize that our advisors are the backbone of our business, so hiring the best people has always been a priority. We attract highly-skilled professionals who are passionate about serving others and who thrive in an environment rooted in collaboration, ingenuity, and respect. And while our clients benefit from the insights of our seasoned professionals, we’re always looking to enhance our family with emerging talent. Providing plentiful growth opportunities and creating thoughtful succession plans within our organization, will help us deliver a consistently excellent client experience.

If you’re interested in employment opportunities at FAI Wealth Managment, please email your resume to: HR@faiwealth.com with the subject line, “Resume Attached”. We look forward to hearing from you!

Investment Analyst Position

Job Description

FAI Wealth Management has an opening for an Investment Analyst.  The position will report directly to the Chief Investment Officer and include the following functions:

Research possible investments including Mutual Funds, ETF’s and individual stocks.

Build and maintain excel spreadsheets used in the investment research and investment decision process.

Downloading and maintenance of company financial statements in Excel.

Monthly and quarterly update of portfolios in Excel and other software packages.

Quarterly written reviews of Mutual Fund holdings.

Provide support to Advisors and the Chief Investment Officer with ad hoc report requests from software programs such as FI360, Hidden Levers, Factset, Morningstar etc.

Organize and distribute all information for weekly, monthly and quarterly investment meetings.

 

Applicant Requirements:

Undergraduate degree in Accounting, Finance or Business

0-5 Years of work experience

Strong quantitative and computer skills

Strong Excel skills including statistics and macros

Able to meet hard deadlines

Accuracy of work a must

Strong ability to multitask

Solid understanding of equity and bond markets

Progress towards a CFA designation and/or MBA a plus

 

Please forward resume and salary requirements to HR@faiwealth.com

Applications without salary requirements will not be considered.

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Upcoming Events

Upcoming Events

Anirban After Dark

Anirban After Dark

10/25/2017 7:00:00 PM EDT
FAI Wealth Management & Davis, Agnor, Rapaport & Skalny present Anirban After ...

Dessert & Discussion: Long-Term Care

Dessert & Discussion: Long-Term Care

11/2/2017 7:00:00 PM EDT
Please join us for Dessert and Discussion on Long Term ...