Private Wealth Management Analyst

As a Wealth Management Analyst, you will provide essential support to Financial Advisors and Private Wealth Advisors, ensuring exceptional client service. This role involves assisting with digital marketing, portfolio analysis, financial planning, and client reporting, while also offering backup coverage for client service responsibilities. You will play a key part in executing business plans and marketing strategies, contributing to the overall success of the advisory team.

• Support Financial Advisors and Private Wealth Advisors with client service and business development
• Assist with digital marketing, portfolio holdings, financial planning, and reporting
• Provide backup coverage for client service associate responsibilities
• Execute administrative elements of marketing strategies
• Prepare client reports and assist with research
• Requires Series 7 and Series 66/63/65 licenses

• No visa sponsorship is available.

• Must be authorized to work without sponsorship.