Wealth Management Analyst

Provide exceptional client service and support Financial Advisors by assisting with digital marketing, portfolio analysis, financial planning, and reporting. This role involves client interaction, administrative tasks, and utilizing firm-approved systems and tools.

• Support Financial Advisors with client service and business development
• Assist with digital marketing, financial planning, and reporting
• Execute money movement transactions and client onboarding for digital tools
• Prepare client reports and financial plans
• Participate in client meetings and firm initiatives
• Requires Series 7 and Series 66/63/65 licenses

• No visa sponsorship is available.

• Must be authorized to work without sponsorship.