Position Summary:

As a Wealth Management Analyst, you'll be a pivotal player in crafting personalized financial strategies for our clients. Your responsibilities will span from creating tailored reports and marketing plans to providing expert support to our Financial Advisors. You'll work closely with clients to understand their unique goals and develop investment solutions that align with their needs.

Key Responsibilities:

• Client Relationships: Build strong bonds with clients, providing them with clear insights into their investments and financial planning strategies.

• Strategy Development: Collaborate with Financial Advisors to create customized financial plans and asset allocation proposals.

• Data Analysis: Analyze client data to identify opportunities and risks, ensuring their portfolios remain aligned with their objectives.

• Marketing and Business Development: Contribute to marketing initiatives by developing reports, presentations, and proposals to attract new clients.

• Operations Support: Streamline processes, enhance client experiences, and stay up-to-date on industry trends.

  
  

Qualifications:

• 2+ years of relevant work experience

• Bachelor's degree or professional certification preferred

• Series 7, Series 66 (or Series 63 and Series 65) licenses required

• Strong analytical and problem-solving skills

• Excellent communication and interpersonal abilities

• Proficiency in Microsoft Office Suite

• Detail-oriented and organized

• Passion for helping clients achieve their financial goals