Job Summary

• NorthCoast Asset Management specializes in dynamic, risk-managed equity and income strategies for high-net-worth investors.
• This role involves developing financial plans, creating investment strategies, and partnering with the Portfolio Management team.
• The position requires the ability to lead client communications and service day-to-day client needs, with some travel required in the Pacific Northwest.

Matching Summary

Salary

Base: $110,000 - $120,000/year; Bonus/Equity: annual cash bonus; Benefits: comprehensive benefits package

Skills & Requirements

Key Requirements

• Bachelor's Degree
• Series 65 or equivalent within 120 days
• 2+ years of financial service experience
• Clean U4

Work Rights