Regional Associate
AristotleCalifornia, United States • Boston, Massachusetts, United States
Posted March 18, 2026
80000 - 90000 USD
Full Time
About the Company
Aristotle is a majority employee-owned investment management organization with offices in Los Angeles, Newport Beach, Boston, and Sarasota.
Job Description
Join Aristotle as a Regional Associate and develop new and maintain existing relationships with financial advisors to increase sales. The role involves communicating with financial professionals, conducting proactive sales efforts, and utilizing fund analysis and research tools to strategically leverage Aristotle's investment solutions.
Requirements
- 3+ years of relevant sales or financial services work experience
- Investment experience or client service/sales support within the financial services industry
- Series 63, preferred
- Series 7 required, or the ability to obtain the Series 7 within 6 months of being hired
- Bachelor's degree from an accredited college or university, preferred
- Proficient in Microsoft Office
- Familiarity with software including Salesforce, Morningstar, MPI, eVestment: preferred
- Microsoft Excel skills preferred
Benefits
- Comprehensive health, dental, and vision insurance for you and your dependents
- 401(k) with employer matching
- Paid time off, including an annual Employee Volunteer Day
- Life, Critical Illness, Disability, and Accidental Injury Insurance
- Employee Assistance Program
- Inclusive and supportive workplace culture
- Company events and employee discount programs