Shape the Future of Investing
At InvestWell, we're on a mission to empower investors with the strategies of Wall Street. We're looking for passionate, driven individuals to join our team and make a real impact.
Why You'll Thrive Here
Meaningful Growth
Grow your career while helping our clients grow their wealth.
Collaborative Spirit
Join a team that values open communication and shared success.
Client-Centric Mission
Be part of a company genuinely dedicated to client prosperity.
Unwavering Integrity
We operate with transparency and trust at our core.
Current Openings
Financial Analyst
Remote Friendly•Full-Time•Finance
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Analyze financial data, prepare reports, and provide insights to support business decision-making and strategic planning.
What You'll Do
- Conduct in-depth financial analysis and modeling.
- Prepare and present financial reports, forecasts, and budgets.
- Monitor and evaluate market trends and competitive landscape.
- Collaborate with other departments to gather data and insights.
- Identify areas for cost reduction and performance improvement.
- Assist in the preparation of quarterly and annual financial statements.
What We're Looking For
- Bachelor's degree in Finance, Accounting, or a related field.
- Proven experience as a Financial Analyst or in a similar role.
- Strong analytical and problem-solving skills.
- Proficiency in financial software and Microsoft Excel.
- Excellent communication and presentation skills.
- Ability to work independently and as part of a team.
What We Offer
- Competitive salary and performance-based bonuses.
- Comprehensive health, dental, and vision insurance.
- Opportunities for professional development and certification support.
- A collaborative and supportive team culture.
- Paid time off and flexible working arrangements.
Technical Assistant
Remote Friendly•Full-Time•IT & Operations
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Provide essential technical support to our internal team, ensuring the smooth operation of all our IT systems and software.
What You'll Do
- Troubleshoot hardware, software, and network issues.
- Provide technical assistance and training to employees.
- Install, configure, and maintain IT equipment and software.
- Manage user accounts and access permissions.
- Document IT procedures and solutions for internal knowledge base.
- Assist in the implementation of new technology projects.
What We're Looking For
- Associate's degree in Information Technology or a related field, or equivalent experience.
- Strong knowledge of computer systems, networks, and software.
- Excellent communication and interpersonal skills.
- Patience and a customer-service oriented attitude.
- Ability to diagnose and resolve technical issues efficiently.
- Certifications such as CompTIA A+ or ITIL are a plus.
What We Offer
- Competitive salary and benefits package.
- Remote work flexibility.
- Opportunities for continuous learning and career advancement.
- A dynamic and innovative work environment.
- Company-provided equipment and software.