Wealth Analyst

Who We Are:

Crewe Advisors is a comprehensive wealth advisory firm founded to serve the needs of high net worth and ultra-high net worth families business owners and corporate executives. Our team of seasoned professionals work to achieve our clients long-term objectives by addressing all aspects of our clients financial affairs including investment management estate planning tax planning wealth transfers business sale and succession planning.

About the Role:

We are seeking a driven detail-oriented Wealth Analyst to join our Scottsdale AZ office as part of a structured development path toward a full Wealth Advisor role. This position pairs hands-on mentorship from a senior Wealth Advisor with real exposure to financial planning portfolio strategy and client relationship management.

Over time youll grow from assisting with client materials and analysis into taking a more direct role in client meetings financial plan development and relationship management always under the guidance and supervision of your mentoring advisor and in accordance with firm and regulatory requirements.

Hours:

This role is on site in our Scottsdale AZ office. Our standard office hours are below. There is a possibility of other required hours based on flexing business needs.

Monday Thursday: 8am5pm
Friday: 8am2pm

Responsibilities:

• Draft run and review financial statements and models including: balance sheets holdings/allocation reports performance reports portfolio proposals presentations and other custom materials for client review and meetings.
• Support advisors through client analysis meeting preparation client communications and follow-up action items.
• Work with our Wealth Planning and Investment Teams to coordinate and complete financial analysis and wealth planning work including: cash flow modeling retirement projections and scenario analysis.
  
• Coordinate wealth planning tax planning and alternative investment documentation with a high level of accuracy.
• Maintain and oversee client information across firm relationship management systems.
  
• Work closely with custodian partners and internal departments.
• Provide white-glove customer service to clients.
• Understand and strictly adhere to all compliance/risk procedures and follow corporate and industry protocols necessary for clients.
• Serve as backup to complete administrative functions related to client accounts such astasks and paperwork for processes including money movements client onboarding private fund entry and account management.
  
• Upholding our fiduciary duty to act in the best interest of each client as you complete your work.

Preferred Qualifications:

• 13 years of professional experience in a client support wealth analyst or advisory role at an RIA firm or similar financial services setting or strong relevant internship experience
• Series 65 license (or equivalent) or willingness to obtain upon employment
• Experience with planning software such as eMoney MoneyGuide Pro etc.
• Experience with CRM software
• Familiarity with Charles Schwab and/or Fidelity (Wealthscape) advisor portals.
• Excellent client service and professional communication skills.

Benefits:

We offer competitive pay and a fantastic opportunity for learning and growth. Full-time employees receive medical dental and vision coverage with a generous contribution toward medical costs. Basic life and AD&D insurance are provided by Crewe Advisors. We also offer a 401(k) plan with company match after 6 months of employment. Enjoy flexible paid time off and 10 paid holidays!

Required Experience:

IC