PWM Analyst
Core
Wealth Management Analyst providing exceptional service to clients and supporting Financial Advisors/Wealth Advisor teams on a daily basis.
Role type
Wealth Management Analyst (Client Service & Business Development Support)
Builds
Client service delivery, marketing execution, financial planning reports, and administrative support for advisor teams
Domain
Wealth Management / Financial Services
Deliverable
client delivery
Required skills
Financial services product knowledge, MS Excel proficiency, client service, report preparation, meeting support, regulatory compliance
Preferred skills
Four-year college degree, professional certification, quick learner of new platforms
Technologies
MS Office (Excel), firm-approved financial planning systems, digital marketing platforms
Responsibilities
Prepare for regular client meetings and track follow-ups; execute money movement transactions and enter client orders; assist with digital and in-person marketing strategies; prepare and review client reports and financial plans; participate in client meetings representing the service lens
Seniority
Mid-level (2+ years experience)