Private Wealth Management Analyst

Support financial advisors in providing exceptional client service and business development. This role involves assisting with digital marketing, portfolio analysis, financial planning, and client reporting, while ensuring adherence to firm policies and procedures.

• Provide client service and support to Financial Advisors
• Assist with digital marketing, portfolio holdings, and financial planning
• Prepare client reports and conduct research
• Execute administrative elements of marketing strategies
• Maintain knowledge of financial services products and firm policies
• Requires Series 7 and Series 66/63/65 licenses

• Must be authorized to work without sponsorship.