Wealth Management Analyst
Wealth Management Analyst
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$ 70000 - 150000
1 Vacancy
Job Description
Wealth Management Analyst
$73000 - $110000 / 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 teams 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 teams business plan and goal deliverables.
Manage the teams practice financials and track progress against key metrics and goals.
Coordinate team projects and key initiatives ensuring timely and effective execution.
Ensure the teams 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 teams 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.
Required Experience:
IC
Employment Type
Full-Time
