Wealth Advisory Analyst- Vigilant Wealth Management

Hightower Advisors•Portland, ME

1d•Hybrid

About The Position

Vigilant Wealth Management, a Hightower advisory practice with approximately $3.8 billion in assets under management as of June 2026, is hiring an early-career Wealth Advisory Analyst for its Portland, Maine, or Portsmouth, New Hampshire, team. The role is designed for a recent college graduate seeking a long-term career in wealth management and client advisory work, with a focus on financial planning and relationship building. The analyst will work with experienced Wealth Advisors and Client Relationship Associates, support client planning and service work, and build the technical and professional foundation to grow into a broader advisory role. This is a hybrid position based in either the Portland or Portsmouth office, with work-from-home flexibility and occasional travel between offices for team meetings, training, or client-related work. The position reports to the Principal. It offers hands-on training and exposure to client meetings, advisory work, client service, financial planning workflows, custodial platforms, CRM systems, compliance, advisor preparation, and professional communication. Over time, the role may develop toward more senior independent wealth advisory positions.

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.
Ability to work collaboratively in a team-oriented environment.
U.S. citizenship, U.S. permanent residency, or other unrestricted U.S. work authorization; sponsorship will not be required now or 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.
Work 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.
Develop 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.