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 operations.
Role type
Wealth Management Analyst (Service & Operations)
Builds
Client service delivery, marketing execution, and operational support for financial advisor teams
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 execution, administrative task management, report preparation
Preferred skills
Four-year college degree, experience with digital marketing tools, familiarity with firm-approved financial planning systems
Technologies
MS Office (Excel), firm-approved financial planning systems, digital marketing platforms
Responsibilities
Prepare for client meetings and track follow-ups, execute money movement transactions and enter client 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