Private Wealth Management Financial Planning Analyst

Support Financial Advisors in wealth management by assisting with client service, digital marketing, portfolio analysis, financial planning, and reporting. This role involves client interaction, administrative tasks, and business development support in a fast-paced environment.

• Provide client service and support Financial Advisors/Private Wealth Advisors
• Assist with digital marketing, portfolio holdings, financial planning, and reporting
• Execute administrative elements of marketing strategies and client communications
• Prepare client reports and financial plans
• Requires 2+ years of experience and Series 7/66 or 63/65 licenses
• Proficient in MS Office, detail-oriented, and strong client service skills

• No visa sponsorship is available.

• Must be authorized to work without sponsorship.