Advice and Financial Planning Wealth Management Analyst

This role supports wealth relationship teams by providing advanced financial planning advice to high-net-worth clients. You will contribute to the team's expertise, educate colleagues, and improve service processes while managing client data and developing financial strategies.

• Create financial plans for high-net-worth clients
• Develop and maintain proficiency in financial planning software
• Collaborate with teammates to create financial planning strategies
• Manage and prioritize workload effectively
• Maintain expert knowledge of financial planning concepts and laws
• Participate in client meetings as appropriate