Christopher Weil & Company, Inc. (“WEIL”) is a wealth management and investment advisory firm located in the Carmel Valley area of San Diego, California. We have engineered ourselves for client success with a one-of-a-kind operating model that attracts great people who want to be part of a team providing specialized and forward-thinking service for families who have sophisticated financial and estate needs.

 

The Position

 

We are seeking an Investment Associate for our Investment Management Team. We are looking for someone who wants to work for a firm that is growing and dynamic, but also sits on the bedrock of thirty years in business. The Investment Team is responsible for research, design, implementation and management of diverse portfolios of marketable securities and private investments enabling us to provide our clients a total investment experience.

 

In addition to our 400+ individual client and client-families for whom we run investment portfolios, we also run a 5-star Morningstar rated publicly-traded mutual fund. (The person we hire will be working with our two Portfolio Managers who have 20 and 30 years investment experience, respectively.) The success of both our lines of business has positioned us for the next level of WEIL’s business development.

 

The position is full-time and in-office.

 

Qualifications and Experience

 

This position requires a bachelor’s degree from an accredited institution; a CFP® (or current enrollment in a CFP® program) primarily for the purpose of building and managing client portfolios; and at least one year of experience in the financial services industry. The position also requires a Series 65 designation (either currently or ultimately). 

 

Job Responsibilities

 

• Manage client portfolio review system

• Execute trades

• Reconcile daily trade blotter and prepare reports for our Mutual Fund (CWCFX)

• Manage spreadsheets for investment models and equity screenings

• Direct communication with clients regarding trade orders and investment questions

• Contribute to the firm’s research activities as needed

• Utilize investment-related software programs to aid in the evaluation of client investment structures and in the formulation of recommendations.

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Competencies & Qualities

 

We are looking for someone who is self-motivated and team-oriented; detail-oriented and flexible; serious about excellence and comfortable with a lighthearted approach to their work; has strong quantitative skills and is comfortable with a breadth of responsibilities.

 

Our ideal candidate would possess the following competencies and qualities:

 

• Intellectually curious

• Advanced experience with Microsoft Excel

• Strong background in statistics and math

• Speed and accuracy

• Eagerness to learn and be coached

• Comfortable with an informal training program

• Genuinely enjoys people and is interested in learning about them so that you can add to the successful client experience

• Curious about, systems, procedures, workflow and efficiency

• Skilled at professional, concise and friendly phone, email, and in-person communication

• Flexible and lighthearted about inevitable changes, adjustments, and exceptions

• Comfortable owning and announcing mistakes and learning from them

• Technologically literate and willing to adapt and learn specific methodologies

• Kind, good-natured, and respectful of everyone's right to work in an inclusive and welcoming work space

 

Compensation

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Our competitive compensation includes a base salary, discretionary bonuses, employer 401(k) contributions, and the opportunity to earn Success Sharing income after three years with the firm. The compensation for this position ranges from $65,000 to $100,000. Our firm also provides health insurance benefits and discretionary vacation and sick leave. Interested candidates should please email their resumes and cover letters to Danny Cung at dcung@cweil.com.