Private Wealth Management Analyst
Core
Support Financial Advisors and Private Wealth Advisors by delivering client service, executing administrative tasks, and assisting with business development and reporting.
Role type
Private Wealth Management Analyst
Builds
Client service support, financial planning reports, and marketing execution for private wealth clients
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Financial services product knowledge, Series 7/66/63/65 licenses, MS Office proficiency, client service, research, meeting participation
Preferred skills
Four-year college degree, professional certification, digital marketing experience
Responsibilities
Prepare for client meetings and track follow-ups, execute money movement transactions, enroll clients in digital tools, organize and execute marketing strategies, prepare client reports and financial plans, participate in client meetings
Seniority
Entry-level to Mid-level, hands-on IC