Description
The Consulting Group Analyst supports Financial Advisors, Private Wealth Advisors, and their teams by providing client service, digital marketing, portfolio holdings and proposal tools, financial planning, reporting, analysis, and performance measurement for technically advanced accounts. The role also handles administrative client-service tasks, research, meetings, and firm initiatives, and reports to a Business Service Officer. Applicants need at least five years of relevant experience, required Series 7, Series 66 or Series 63 and Series 65 licenses, and a four-year college degree or professional certification is preferred.
