Wealth Advisory Analyst - Vigilant Wealth Management

Hightower•Portland, ME

1d•Hybrid

About The Position

Vigilant Wealth Management, a growing wealth management practice with approximately $3.8 billion under management as of June, 2026, is looking for a Wealth Advisory Analyst to join our team and begin a career in wealth management. You will work closely with a team of Wealth Advisors and CRAs to deliver our wealth planning value proposition to clients who are high net worth individuals and families. You will have a great opportunity to learn the industry with the goal of advancing down a wealth management career path. This is a hybrid position, based in our Portland, ME office and work from home, with occasional travel between the two offices. You will report to the Principal.

Requirements

Proficient in Microsoft Office suite
Knowledge of or open to learning the Tamarac Suite (portfolio accounting software), SalesForce (CRM), WebEx, and Schwab Institutional and Fidelity's Wealthscape websites a plus
Strong oral and written skills
Well-developed presentation skills
Attention to detail as it relates to composing, typing and proofing materials
Resourceful, analyzing and solving problems in a proactive manner
Ability to exercise discretion with regard to confidential information and client sensitive situations; position requires tact and diplomacy
Ability to work beyond standard office hours and attend offsite events, as necessary, while managing and accounting for work time

Nice To Haves

Four year college degree with a background in finance or economics a plus
Experience with CRM related software is a plus
Experience with Schwab and Fidelity Advisor platforms is a plus

Responsibilities

Direct support of Wealth Advisors and their books of business
Ensure the Wealth Advisor is prepared for all client/COI/prospect meetings
Assist with the creation and updating of client wealth plans, prepare presentations and other paperwork
Assist with completion of inbound wealth planning tasks
Be an active participant in the Wealth Advisory Committee and Sales Committee
Begin creating a multi-year business development plan to start creating a personal network
Assist with the onboarding of new clients, preparing account opening documents, working with clients and the custodian to provide an accurate and expeditious onboarding process
Manage internal client files, ensuring all data is current and accurate
Work with clients and related parties to process all manner of transactions including account opening, money movements, gifting, transfers of assets between custodians, and other account maintenance needs
Interface with the teams at Schwab Advisor Center and Fidelity, downloading and uploading forms, monitoring and verifying changes in the system, resolving issues and staying current with changing procedures
Work with our professional advisors, including CPAs, Estate Attorneys, Insurance Agents and others
Input and track client related data; ensure consistency and integrity across all technology platforms
Aid in client retention by providing exceptional client service; track and monitor client service standards and prompt Wealth Advisor to take action as needed
Manage your Wealth Advisors' calendars, schedule and organize activities, meetings, coordinate travel needs
Monitor publications to identify prospective clients and discover information about existing clients, locate opportunities for marketing events, attend offsite events as appropriate
Understand and implement practice compliance responsibilities