Wealth Management Analyst
Core
Support Financial Advisors and Private Wealth Advisors by delivering client service, executing administrative tasks, and assisting with business development and marketing.
Role type
Wealth Management Analyst (Service Team)
Builds
Client service models, financial plans, client reports, and marketing materials.
Domain
Wealth Management / Financial Services
Deliverable
client delivery
Required skills
Financial services product knowledge, Series 7/66/63/65 licenses, MS Excel proficiency, client service, research, meeting participation
Preferred skills
Four-year college degree, additional product licenses
Responsibilities
Prepare for client meetings and track follow-ups, execute money movement transactions, enroll clients in digital tools, organize and execute marketing strategies, prepare and review client reports, participate in client meetings
Seniority
Mid-level, hands-on IC