About this role
ASSOCIATE DIRECTOR, INVESTMENT ANALYST at CCM ADMINISTRATIVE SERVICES LLC. Location: San Francisco, California, United States. Role: reviewing portfolios, supporting advisors, preparing materials Requirements: Bachelor's degree required; Series 65 required (or obtained within 120 days); 4+ years financial services experience preferred; CFA/CFP preferred or on track; strong communication, problem-solving, and organizational skills; proficiency with Microsoft Office. Category: Finance and Accounting Seniority: Mid Level Tools: Microsoft Office Suite, eMoney, Salesforce, Addepar Certifications: s