Wealth Management Analyst

Wealth Management Analyst

$73,000 - $110,000 / year + Bonus + Paid Relocation + Signing Bonus

We are a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. As one of the largest businesses of its kind in the world, we specialize in goals-based wealth management, including planning for retirement, education, and legacy through investment advice and guidance.

Our trusted advisory teams are equipped with access to cutting-edge investment insights and banking convenience. We are committed to fostering a diverse and inclusive work environment where every employee can thrive and bring their unique perspectives to the team.

Position Summary

As a Wealth Management Analyst, you will be a key contributor to a Financial Advisor team, playing an integral role in creating and executing strategies. You will help manage the team's business plan and practice financials, track progress against quantifiable goals, and ensure daily activities align with objectives. You will also coordinate team assignments and key initiatives, and ensure the execution of the client service strategy.

This role requires a thorough knowledge of the wealth management business, including its functional areas, products, and services, as well as a working knowledge of general banking policies and financial practices. This position is a Financial Advisor Paid Resource.

Key Responsibilities

• Develop and execute strategy related to the team's business plan and goal deliverables.

• Manage the team's practice financials and track progress against key metrics and goals.

• Coordinate team projects and key initiatives, ensuring timely and effective execution.

• Ensure the team's daily activities align with practice metrics, goals, and objectives.

• Manage risk and make sound decisions by understanding industry regulations and supervisory requirements.

• Support a strong overall client experience by ensuring the execution of the team's client service strategy.

Skills & Qualifications

• Required Licenses/Registrations: Series 7, 63/65 or 66 (or equivalent). Must obtain all state registrations held by the Financial Advisor(s) and team(s) they support.

• Required Registrations: SAFE Act Registration and ADV-2B.

• Required Designations: Must maintain at least one firm-approved professional designation.

• Analytical Skills: Strong analytical abilities to identify trends, root causes, and implement process improvements.

• Leadership & Communication: Strong leadership, communication, and delegation skills with the ability to influence and collaborate effectively with partners.

• Product Knowledge: Thorough knowledge of the suite of wealth management products and services.

• Experience: Proven ability to manage risk and make sound decisions with a deep understanding of industry regulations and policies.

• Education: Minimum of a High School Diploma / GED / Secondary School or equivalent.