Description
The Wealth Management Analyst supports Financial Advisors, Private Wealth Advisors, and their teams by assisting with client service, digital marketing, portfolio holdings, financial planning, reporting, and analysis. The role includes preparing for client meetings, tracking follow-ups, executing administrative client-service tasks, supporting business-development activities, reviewing financial plans, and participating in client meetings. It requires at least two years of relevant experience, active Series 7, Series 66 or Series 63 and Series 65 licenses, and knowledge of financial services products; a four-year college degree or professional certification is preferred.
