Colter Lewis is a community of passionate professionals who share a common vision of redefining wealth management to address the investment needs of our clients. As a boutique investment advisory firm with a legacy of financial industry leadership, we're committed to fostering an environment where innovation, collaboration, and individual growth thrive. If you're driven by the pursuit of excellence, eager to make an impact, and ready to shape the future of wealth management, we have an exciting opportunity for you!
We are constantly on the lookout for exceptional individuals who can contribute their skills and expertise to our team. Submit your application form below, and we'll reach out to you if a position becomes available.
Location:
Greenwich, CT. Requirement to work in our office
Description:
Colter Lewis Investment Partners LLC is seeking a detail-oriented andanalytical professional to support its leadership team in portfolio managementand investment analysis for ultra-high-net-worth clients. This role offershands-on experience across multiple asset classes, client interactions, andfinancial strategy development in a dynamic environment....