What are the responsibilities and job description for the Investment Associate position at Florida Trust Wealth Management?
Reports to: Chief Investment Officer
Employment Type: Full-time / Onsite
Location: Fort Myers OR Naples (With occasional travel to Sanibel)
WHO WE ARE
At The Florida Trust, we’re not your typical financial institution. We’re an independent trust company built on relationships, not transactions. Our mission is to help individuals and families preserve and grow their wealth with integrity, transparency, and a deeply personal touch.
We serve clients across Southwest Florida and beyond, offering investment management, trust, and estate services with a boutique feel and institutional strength. Our team is close-knit, community-minded, and committed to doing right by our clients - and each other.
WHAT YOU’LL DO
As an Investment Associate, you’ll play a key role in supporting our wealth management team by helping to manage portfolios, streamline operations, and deliver an exceptional client experience. You’ll be assisting the portfolio management team with the following responsibilities (but not limited to).
Day-to-Day Responsibilities:
- Trading and portfolio rebalancing
- Managing and maintaining portfolio management software systems
- Preparing reports for weekly Asset Management Committee meetings
- Preparing materials and presentations for clients and prospective clients
- Creating and/or enhancing existing reporting capabilities
- Compliance and regulatory administrative assistance
- Assist CIO and Portfolio Managers with ad hoc projects
WHAT WE’RE LOOKING FOR
Must-Haves:
- Minimum 1–2 years of experience in investment management, wealth management, or financial services
- Exceptional analytical and written/verbal communication skills
- Advanced proficiency in Microsoft Office, especially Excel
- Tech-savvy mindset with the ability to learn new tools quickly
- A collaborative spirit and strong organizational and attention to detail skills
- A proactive, energetic approach with a strong sense of accountability
- Comfort working in a dynamic, entrepreneurial environment
Nice-to-Haves:
- Experience with portfolio management or trading platforms
- Familiarity with compliance and regulatory standards in financial services
WHY YOU’LL LOVE WORKING HERE
Working here feels like being part of something meaningful. We believe in professionalism without pretense, and we treat our team like the valuable people they are—not just job titles. You’ll be surrounded by smart, kind, and driven colleagues who care deeply about their work and the people they serve.
- Health & Wellness: Company-paid comprehensive medical insurance. Optional dental and vision plans available at employee cost.
- Financial Benefits: 401(k) with company match, profit-sharing opportunities.
- Work-Life Balance: Generous PTO, paid holidays, and a supportive team culture.
- Wellbeing: Access to mental health resources and wellness initiatives.
- Culture: We host annual team events, community involvement opportunities, and foster a respectful, inclusive workplace.
Job Type: Full-time
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Paid time off
- Parental leave
- Vision insurance
Work Location: In person