Wealth Advisory Analyst - Vigilant Wealth Management

Hightower•Portsmouth, NH

2d•Hybrid

About The Position

Vigilant Wealth Management, a Hightower advisory practice, is hiring an early-career Wealth Advisory Analyst to join their Portland, ME or Portsmouth, NH team. This role is designed for a recent college graduate who wants to build a long-term career in wealth management and client advisory work, focusing on financial planning and relationship building. The analyst will work directly with experienced Wealth Advisors and Client Relationship Associates, learn how high-net-worth families are advised, support client planning and service work, and build the technical and professional foundation needed to grow into a broader advisory role over time. This is a hybrid position with work-from-home flexibility and occasional travel between offices.

Requirements

Bachelor's degree in finance, economics, business, accounting, or a related field
Clear written and verbal communication skills
Interest in wealth management, financial planning, investments, or client advisory work
Professional judgment and discretion with confidential client information
Comfort learning new technology platforms and workflows
Work collaboratively in a team-oriented environment
U.S. citizen, U.S. permanent resident or have other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.

Nice To Haves

Internship, coursework, or student-organization experience related to finance, investments, accounting, economics, client service, sales, or business development
Familiarity with Microsoft Office, especially Excel and PowerPoint
Exposure to CRM systems, Salesforce, Tamarac, Schwab, Fidelity, WebEx, or financial planning software
Presentation experience through coursework, internships, athletics, clubs, or prior work experience

Responsibilities

Support Wealth Advisors and their books of business by helping prepare for client, prospect, and center-of-influence meetings.
Help create and update client wealth plans, meeting materials, presentations, and required paperwork.
Support inbound wealth planning tasks and participate in the Wealth Advisory Committee and Sales Committee.
Help onboard new clients by preparing account-opening documents and coordinating with clients, advisors, and custodians for an accurate and efficient onboarding process.
Learn the operational foundation of wealth management by working with custodial platforms such as Schwab and Fidelity to support account openings, money movements, gifting, transfers of assets, and account maintenance.
Maintain internal client files and help ensure client data is current, accurate, and consistent across technology platforms.
Work with related professional advisors, including CPAs, estate attorneys, insurance agents, and other centers of influence.
Help coordinate advisor and client workflows, including meeting preparation, scheduling, follow-up tracking, and ensuring advisors have the information needed to deliver a positive client experience.
Support client retention by helping track client service standards and prompting follow-up.
Monitor publications and public information to identify prospective clients, client-relevant developments, and potential marketing or networking opportunities.
Begin developing professional networking skills and learn how advisors build long-term relationships with clients, prospects, and centers of influence.
Understand and follow compliance, confidentiality, and client-service responsibilities.