About the Role
Opportunity to sit in on client meetings and prepare notes
Collaborate with financial advisors on special projects and create and present projects independently
Participate in Investment Committee Meetings
Prepare and present investment analysis and research
Complete firm-wide projects with the potential to prepare and present analysis to firm partners
Rotate through different advisor mentorship programs to gain maximum amount of knowledge and collaboration
Requirements
Current or recently graduated university students
Pursuing a bachelor’s degree in Finance, Accounting, Business or Economics
Must have a passion to pursue a career in financial services
Flexible work schedule
Ability to multitask and take initiative
Hardworking and dedicated outlook
Ability to take direction and absorb information quickly
Solid computer skills, including Microsoft Excel & Outlook
Excellent communication and presentation skills
General understanding of financial services and willingness to comply with industry specific security measures
In order to work in-office, all new hires must be fully vaccinated against COVID-19 and show proof of vaccination by date of hire. California Financial Advisors is compliant with religious and medical exemptions and will provide reasonable accommodation if the exemption is approved
About the Company
California Financial Advisors, CFA, is an equal opportunity employer.
CFA is a fiduciary investment advisory firm that specializes in retirement planning and investment supervisory services. CFA, values a long-term investment approach while catering to the unique needs of all its clients. As a fiduciary firm, CFA conducts all business practices solely in each client’s best interest. CFA has been able to grow and succeed while maintaining relationships that go beyond the quantitative data.