Mackey careers

Client Service Associate/Research Analyst

April 22, 2015

We are seeking an experienced Client Service Associate / Research Analyst to support our growing business and client base. If you possess the qualifications listed and feel passionate about creating prosperity, we would be very interested in speaking with you about an opportunity to grow with our firm.

Job Description:

  • Assistance with investment portfolio construction and rebalancing
  • Account admin/maintenance, including opening accounts and management of  asset transfer process
  • Tax preparation and tax planning
  • Economic and investment market trend analysis
  • Fund & investment analysis and screening
  • Financial, tax, and insurance analysis & research
  • Financial services Industry research
  • Software evaluation, selection input and data migration
  • General project management

Job Requirements:

  • Basic tax preparation and planning skills
  • Proficient in MS Office Suite
  • Articulate in written communication
  • Understanding of basic investment concepts
  • Bachelor’s degree or equivalent experience
  • Experience in research and analysis in efforts to solve a problem/issue
  • 2-3 years or more in accounting, insurance, investment, or other related financial services
  • Series 65 or 66 licensing
  • Non-sales related account management

To apply please click here. 

Mackey Advisors is always in search of talented individuals to join our unique team of prosperity people. To be considered for employment with us, please send your resume and cover letter to, and tell us why your skills match our passions.