Reach Us @ (267) 295-2280 | info@myciowp.com

Current Openings

Full-Time, Internship & Part-time positions available

Client Service Administrator

Entry-level Financial Analyst

Experienced Financial Analyst

myCIO Career Opportunities

Client Service Administrator

Ideal candidates should meet the following criteria:

  • Responsible for client servicing support for an independent investment advisor team located in Philadelphia, PA. It is preferred that the applicant have some back office experience supporting financial advisors in a financial planning and/or brokerage environment. Applicant must be self-motivated with strong verbal and written communication skills. The ability to handle multiple assignments is critical, as is the ability to work both independently and as a team member.
  • Requirements: At least 3-5 years of work experience preferably 1-3 years working in a financial institution, brokerage or investment advisory practice is essential. Highly motivated and interested in taking the initiative for own personal growth and development. Client service orientation combined with creative problem solving skills; strong written and oral communication skills. Knowledge of Microsoft Office (specifically Excel) is important.
  • Education Requirements: College degree is required. Responsibilities include, but are not limited to the following: Provide general administrative support in the areas of investment advisory and financial planning. Prepare client portfolio performance reports. Assist in meeting preparation materials for advisors. Prepare account opening paperwork and ongoing maintenance documents for clients as necessary (i.e. account applications).

Ideal candidates should meet the following criteria:

  • myCIO rewards its team members' hard efforts with attractive salaries and top tier performance bonus and profit sharing plans. Please submit cover letter and resume to Julie.Gibson@myciowp.com
Entry-level Financial Analyst

We are looking for organized, energetic and smart individuals to join and participate in our unprecedented growth.

Ideal candidates should meet the following criteria:

  • Bachelor's degree in Finance, Accounting, Economics or Mathematics
  • Prior experience in Accounting, Finance or a related field (Consulting experience vs. Sales)
  • CPA, CFP or CFA designation is desirable (or working towards)
  • Strong interest in investment advisory and general financial planning services
  • Excellent computer skills, including Excel, Word, Power Point and Lotus Notes
  • Candidates should be highly driven and motivated
Experienced Financial Analyst

We are looking for organized, energetic and smart individuals to join and participate in our unprecedented growth. We are looking for experienced applicants with consulting experience versus a sales oriented career focus. Prior Experience -- three to ten years of relevant work experience with wealth management, public accounting or consulting firm.

Ideal candidates should meet the following criteria:

  • Bachelor's degree in Finance, Accounting, Economics or Mathematics
  • Prior experience in Accounting, Finance or related field (Consulting experience vs. Sales)
  • CPA, CFP or CFA designation is desirable (or working towards)
  • Strong interest in investment advisory and general financial planning services
  • Excellent computer skills, including Excel, Word, Power Point and Lotus Notes
  • Candidates should be highly driven and motivated

myCIO rewards its team members’ hard efforts with attractive salaries and top tier performance bonus and profit sharing plans. Applicants may apply via email only by sending resume and cover letter to julie.gibson@myciowp.com.

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