Careers At Resonant

Portfolio Administrator & Research Analyst

Resonant Capital Advisors is a Registered Investment Advisor (RIA) dedicated to disciplined portfolio management, rigorous research, and long-term client outcomes. Our investment process combines strategic asset allocation, active manager selection, and ongoing portfolio oversight to deliver thoughtfully constructed portfolios for our clients. As our firm continues to grow, we are seeking a Portfolio Administrator & Research Analyst to join our investment team. This position provides direct exposure to portfolio management, asset allocation, and investment rese arch, making it an ideal opportunity for early-career professionals pursuing a long-term career in investment management or the CFA designation. The role offers meaningful responsibility supporting investment decision-making while developing a deep understanding of portfolio construction, financial markets, and institutional-quality investment research.

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Client Service Associate

Resonant Capital Advisors is a Registered Investment Advisor (RIA) providing planning, investment, and advisory services to individual and institutional clients. The firm is seeking an experienced and dynamic Client Service Associate to work in client service and advisor support. This position will work directly with Resonant’s highly-experienced client service team and will interface with firm management, officers, and clients daily. The position will be involved in all non-investment and advisory elements of the client’s experience from account-opening to custodial interactions through to money movement and reporting. This position will also onboard and orientate clients to the firm’s reporting systems. A successful candidate will be highly competent in a fast-paced environment balancing multiple tasks and able to communicate effectively verbally and in writing. The ideal candidate will have relevant experience in the fiduciary client service industry and will be comfortable working in a privately held, innovative and growing Registered Investment Advisor (RIA) firm.

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