Investment Associate, Wealth Management
Finlogik Offshore Solutions
About this role
A licensed Investment Associate at Canaccord Genuity works as part of the Pinkowski Wealth Management team to manage discretionary portfolios and support clients in a fast-paced investment environment. The role requires strong analytical skills and relationship building to enhance client satisfaction and drive investment strategies.
Skills
Qualifications
About Finlogik Offshore Solutions
canaccordgenuity.comIndustries
Finance
Canaccord Genuity Group Inc. is a leading independent, full-service financial services firm, with operations in two principal segments of the securities industry: wealth management and capital markets.
About Finlogik Offshore Solutions
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
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View leadership team, funding history,
and employee contacts for Finlogik Offshore Solutions.
Salary
$70k – $90k
per year