Chartered Financial Analyst (CFA)

Maryland Farms in Brentwood, TN
Up to $90,000 per year; commensurate with experience
17 May 2022
16 Jun 2022
Passed CFA Level I
Employment Type
Full Time

This full-time position focuses on support of the firm’s individual and corporate retirement investment management business including:

  • investment analytics and research
  • participation in internal investment committee meetings
  • preparation of investment plans for families and individuals
  • support for and response to client account inquiries
  • annual updates to client investment profile/suitability data
  • onboarding support relative to new client acquisitions
  • investment transaction posting, processing, and reconciliation
  • investment performance report preparation
  • responsibilities that ensure operations align with industry regulations

As a successful associate, you must:

  • work both independently and as part of a team
  • manage multiple projects under the pressure of deadlines
  • rapidly acclimate to new technologies
  • exhibit strong organizational and time management skills
  • exhibit strong listening, verbal, and written communication skills
  • be client-focused while building solid relationships with staff
  • be available to work outside regular business hours or on weekends, especially during peak periods


  • long-term disability insurance
  • life insurance
  • 401k plan

To be considered for the position, you must:

  • hold a bachelor’s degree from an accredited university, preferably in accounting or finance and have a minimum of 2 years financial industry experience
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