Wealth Advisor Analyst
About The Position
The Wealth Advisor Analyst supports the delivery of comprehensive wealth management solutions by preparing proposals, presentations, and financial plans for current and prospective clients. You will partner closely with Senior Wealth Advisors to review accounts, prepare for client meetings, and assist in onboarding new relationships. The role also serves as a trusted point of contact for client inquiries while identifying opportunities to strengthen relationships through additional services. You will help integrate investment, estate, tax, and risk strategies into coordinated, holistic plans.
Requirements
- Bachelor’s degree in Finance, Business, or related field (preferred).
- 0–3 years of experience in wealth management or financial planning (required).
- Detail-oriented with strong organizational skills.
- CRM experience preferred.
- Strong interpersonal skills and ability to collaborate across teams.
- High emotional intelligence with a relationship-first mindset.
- Understanding of financial planning tools and workflows.
- CFP designation or equivalent preferred within one year of hire.
Responsibilities
- Support the preparation of comprehensive proposals for prospective clients, highlighting planning and fiduciary capabilities.
- Serve as a trusted point of contact for clients, responding to fiduciary and investment inquiries, maintaining relationships, and ensuring client satisfaction while identifying opportunities for additional products and services.
- Support Senior Wealth Advisors with wealth plan account reviews, plan setup, creation, and monitoring, along with prep for client meetings.
- Assist in preparing proposals, RFPs, presentations, and other materials for new business opportunities
- Cultivate relationships with professional advisors and coordinate communications to strengthen partnerships and enhance client service delivery.
- Support the development of comprehensive plans integrating investment management, estate planning, tax strategies, and risk management.
Benefits
- Competitive base salary: $70,000 - $98,000/YR, plus strong bonus potential.
- 401(k) plan with employer match.
- Paid parking and transportation benefits.
- Health savings accounts (HSA)
- Flexible spending accounts (FSA)
- Medical, dental, and vision coverage
- Generous paid time off and bank holidays.
- Access to training and professional development programs.
- Sponsorship and support for obtaining professional certifications.
- A culture of collaboration, continuous improvement, and shared success.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Number of Employees
101-250 employees
