Wealth Management Analyst

Support Financial Advisors by assisting with client service, digital marketing, financial planning, and reporting. This role involves client interaction, administrative tasks, and operational support within a wealth management team.

• Assist Financial Advisors with client service models and follow-ups
• Provide backup coverage for Client Service Associate responsibilities
• Execute administrative elements of marketing strategies
• Prepare and review client reports and financial plans
• Participate in client meetings and firm initiatives
• Requires 2+ years of relevant experience and Series 7/66 or 63/65 licenses

• No visa sponsorship is available.

• Must be authorized to work without sponsorship.