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 strategies.
Role type
Wealth Management Analyst (Client Service & Operations)
Builds
Client service models, marketing campaigns, and financial planning reports for existing and prospective clients.
Domain
Wealth Management / Financial Services
Deliverable
dashboards & analysis
Required skills
Financial products knowledge (equities, bonds, options, mutual funds, annuities, insurance), Series 7/66/63/65 licenses, MS Excel proficiency, client service, reporting and analysis, administrative execution.
Preferred skills
Four-year college degree, additional product licenses, experience in financial services.
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.
Seniority
Mid-level, hands-on IC