Wealth Management Analyst
Core
Support Financial Advisors and Private Wealth Advisors by delivering client service, executing administrative tasks, and assisting with business development and financial planning.
Role type
Wealth Management Analyst (Client Service & Business Development Support)
Builds
Client service delivery, financial plans, client reports, and marketing execution for existing and prospective clients.
Domain
Wealth Management / Financial Services
Deliverable
client delivery
Required skills
Financial services product knowledge (equities, bonds, options, mutual funds, annuities, insurance, managed accounts), Series 7, Series 66/63, Series 65 licenses, CFP certification or exam candidacy, MS Excel proficiency, order entry, client account management, meeting preparation, research execution.
Preferred skills
Four-year college degree, experience with digital marketing tools, familiarity with firm-approved platforms.
Responsibilities
Prepare for client meetings and track follow-ups, execute money movement transactions and enter orders, answer non-investment client questions, enroll clients in digital tools, organize and execute marketing strategies (conferences, webinars, social media), prepare and review client reports and financial plans, participate in client meetings representing the service lens.
Seniority
Mid-level, hands-on IC