Description
The Wealth Management Analyst supports Financial Advisors, Private Wealth Advisors, and their teams by assisting with client service, digital marketing, portfolio holdings, proposal tools, financial planning, reporting, and analysis. The role also handles administrative client-account tasks, research, meetings, and firm initiatives while reporting to a Business Service Officer. Candidates need at least two years of relevant experience, required Series 7, Series 66 or Series 63 and Series 65 licenses, and strong financial-services, Microsoft Office, client-service, and organizational skills. The expected base pay is $68,000 to $120,000 per year.
