Private Wealth Management 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/teams
• Assist with digital marketing, portfolio holdings, and financial planning
• Prepare client reports and conduct research
• Participate in client meetings and firm initiatives
• Requires 2+ years of relevant experience and Series 7/66 licenses
• Strong organizational, technical, and client service skills

• No visa sponsorship is available.

• Must be authorized to work without sponsorship.