Position: Associate Investment Advisor
Location: Remote (preference for candidates located in the Midwest)
Your Investment Career Starts Here:
Are you passionate about investments and ready to take your skills to the next level? Join eCIO, a
fast-growing Registered Investment Advisor, as an Associate Investment Advisor. This is more than
just a finance role, you’ll work directly with boards, shape investment strategies, and grow alongside
a team expanding 50%+ per year. If you have investment experience (from college, internships, or
prior roles) and the confidence to present to boards, this is the opportunity to accelerate your career
in a mission-driven, high-growth environment.
Who We Are:
eCIO is a technology-forward Registered Investment Advisor dedicated to serving nonprofit
organizations nationwide. We partner closely with boards, committees, and staff to provide strong
fiduciary oversight, disciplined investment management, and a high level of service.
Why This Role Is Exciting:
● Work on a fast-growing team where your contributions have a direct impact.
● Present directly to client boards and key stakeholders.
● Gain deep exposure to investments, portfolio management, and nonprofit fiduciary
oversight.
● Unlimited professional growth potential in a dynamic, collaborative, and innovative
environment.
What You’ll Do:
● Client Engagement: Serve as a primary point of contact for clients, assist in onboarding,
prepare performance reports, and participate in client and board meetings.
● Investment Operations: Execute trades, monitor portfolios, support portfolio
construction, rebalancing, and maintain compliance with investment policies.
● Analytics & Research: Analyze portfolio performance, asset allocation, and risk metrics
using tools such as Morningstar Direct. Prepare insights and investment commentary for
client meetings.
● Internal Collaboration: Partner with senior advisors to enhance client experiences and
contribute to firm-wide process improvements.
What We’re Looking For:
● 1–5 years of relevant investment experience (including internships or college coursework).
● Ability to confidently present complex investment information to boards and clients.
● Bachelor’s degree in finance, investments, or related field (or equivalent experience).
● Strong quantitative, analytical, and problem-solving skills.
● High attention to detail with the ability to manage multiple tasks and deadlines.
● Excellent written and verbal communication.
● Entrepreneurial mindset with a proactive, solutions-oriented approach.
● Proficiency in Microsoft Excel; familiarity with Charles Schwab and/or Morningstar Direct a
plus.
● FINRA Series 65 license (or willingness to obtain).
Why Join eCIO:
● Be part of a rapidly growing firm (50%+ annual growth) transforming how nonprofits
access institutional-quality investment management.
● Engage in meaningful work with mission-driven nonprofit clients.
● Flat, transparent, and collaborative work environment.
● Remote position with flexibility and opportunities for professional growth
● Competitive base salary ($55,000-$65,000) plus bonus, 401k, health insurance premium
reimbursement, and generous PTO.
Apply Now:
If you’re ready to make an impact in the nonprofit sector and grow with a dynamic investment team,
send your resume and brief cover letter to [email protected].
Apply Now
Apply Now