PWM Analyst
Core
Wealth Management Analyst supporting Financial Advisors and Private Wealth Advisors in client service, business development, and administrative tasks.
Role type
Wealth Management Analyst (Client Service & Business Development Support)
Builds
Client service support, marketing execution, financial planning reports, and administrative operations for wealth management teams.
Domain
Wealth Management / Financial Services
Deliverable
dashboards & analysis
Required skills
Financial services product knowledge, Series 7/66/63/65 licenses, MS Excel proficiency, client service, research, report preparation, meeting support, digital marketing execution, order entry.
Preferred skills
Four-year college degree, additional product licenses, experience in fast-paced environments.
Responsibilities
Prepare for client meetings and track follow-ups; execute money movement transactions and enter orders; assist in organizing and executing business plans and marketing strategies; prepare and review client reports and financial plans; participate in client meetings representing the service lens; conduct research using firm-approved systems.
Seniority
Mid-level, hands-on IC