Investment Analyst

Trumbower Financial Advisors, LLC
Bethesda, Maryland (US)
Competitive salary and benefits package
Jan 11, 2021
Mar 10, 2021
Employment Type
Full Time

Bethesda, MD fee-only financial planning firm seeks committed professional to join investment advisory services team.  CFA charter holder preferred.  Minimum 5-years relevant experience.  Unlimited potential for advancement.  Ideal candidate is detail oriented, extremely organized and excited by analytical challenges.   Must work independently while interacting with associates and clients. Excellent written and verbal communication skills essential. Proficiency with Excel and Morningstar Direct.  Ability to master other applications.  Responsibilities include security/mutual fund selection and due diligence, investment strategies, performance reporting, development and presentation of investment policy statements and asset allocation recommendations. Absolutely no sales.

Our worldwide client base demands technical excellence and outstanding service.  Flexible, casual work environment, competitive salary and benefits package are offered in return for professionalism and dedication. Please submit your resume, references, salary requirements and writing sample in confidence to: TFA, 3 Bethesda Metro Center, Suite 340, Bethesda, MD 20814-5330; or e-mail  Please visit our web site at for more information about our Firm.

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