POSITION : Investment Services Associate
COMPANY : Melanin Money
REPORTING TO : Da-zha Jones, Chief Product Officer
STATUS : FT Employee (W2)
COMPENS ATION : $62,000-68,000 / yr, based on experience + performance bonus
BENEFITS : Health and personal life insurance, generous holiday allowance, financial planning services, flexible schedule, remote
LOCATION : Remote, 9AM -6PM ET, 40 hrs / wk ; open to US residents; ability to travel 3-5 times per year
START DATE : November 3, 2025
APPLICATIONS ACCEPTED THROUGH : October 8, 2025
ABOUT THE INVESTMENT SERVICES ASSOCIATE POSITION
At Melanin Money, we are on a mission to close the Wealth Gap for people of color by $100 billion- helping first-generation wealth builders, entrepreneurs, and high earners create, grow, and preserve wealth. We are excited to be expanding our impact with the rollout of our in-house asset management services to complement our financial planning services. This new capability will allow clients to trust us not only with their financial strategy, but also with the direct management of their investment portfolios.
We are searching for a motivated, growth-oriented professional to join our team as an Investment Services Associate. In this role, you will play a key part in the launch of our in-house asset management services, starting with client data management, onboarding, and operational workflows. As the operational foundation is built, your role will transition to client-facing support-handling portfolio check-ins, reporting walkthroughs, and day-to-day account support. This is a unique opportunity to build a career at the intersection of financial planning, investments, and client success. Our ideal candidate is detail-oriented, client-focused, and excited about building a long-term career in wealth management.
This is a remote, full-time employee role (40 hours, 9AM-6PM ET) open to US residents. Candidates must be available to travel 3-5 times per year, and must have 1-3 years of experience in client service, financial operations, or related roles (financial services preferred but not required). SIE, Series 7, and Series 63 licensing is required.
YOU'RE PERFECT FOR MELANIN MONEY IF...
RESPONSIBILITIES
Phase 1 – Operations & Support (First 6 Months)
Phase 2 – Client-Facing Transition (6–12 Months)
Phase 3 – Ongoing Client Service (12–18+ Months)
TOOLS YOU'LL USE
Canva
ABOUT THE FOUNDERS + MELANIN MONEY
George Acheampong is a finance and entrepreneurship thought leader and Co-Founder of Melanin Money. With over a decade of experience as a financial advisor and wealth planner, he is also the Founder and Managing Partner of Capitalwize, LLC- a Financial Planning and Investment Management Firm.
Carter Cofield is a Certified Public Accountant (CPA), Personal Financial Specialist (PFS), and Co-Founder at Melanin Money. He is also the Lead Advisor at Cofield Advisors, LLC, and has devoted his professional journey to empowering entrepreneurs to thrive by strategically navigating their taxes.
Melanin Money is the #1 Brand for wealth builders of color, creating a space curated exclusively to serve aspiring and current 1st Generation Melanin millionaires-helping them become legacy leavers for their families.
OUR CORE VALUES
APPLY by OCTOBER 8, 2025 .
Melanin Money is an equal-opportunity employer. We are committed to creating an inclusive and diverse workplace where all employees are treated with respect and dignity. We provide equal employment opportunities to all individuals without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, disability, neurodiversity, age, veteran status, military service, political affiliation, or any other characteristic protected by law. We encourage applicants of all backgrounds to apply. If you need assistance or accommodation due to a disability, you may contact us at :
This job description is not all-inclusive, and certain activities, duties or responsibilities may be required of the employee as needed.
Job Posted by ApplicantPro
Investment Associate • Dallas, TX, USA