Wealth Management Analyst

Provide exceptional client service and support Financial Advisors by assisting with digital marketing, portfolio analysis, financial planning, and reporting. This role involves client interaction, administrative tasks, and operational support to help advisors meet their business goals.

• Support Financial Advisors with client service and business development
• Assist with digital marketing, portfolio holdings, and financial planning
• Prepare client reports and conduct research using firm systems
• Provide backup coverage for Client Service Associate responsibilities
• Requires 2+ years of relevant experience and Series 7/66 or 63/65 licenses

• No visa sponsorship is available.

• Must be authorized to work without sponsorship.