ociate Wealth Management yst
ociate Wealth Management yst
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Salary Not Disclosed
Job Description
Position Overview:
We are seeking a motivated and detailoriented Associate Wealth Management Analyst to join our dynamic team. The Associate Wealth Management Analyst will support the wealth management team in delivering highquality financial planning and investment advisory services to our clients. This role involves analyzing financial data preparing reports and assisting with client communications.
Key Responsibilities:
- Financial Analysis: Assist in analyzing clients financial statements investment portfolios and market trends to provide actionable insights.
- Report Preparation: Prepare comprehensive financial reports performance summaries and investment recommendations for client meetings.
- Client Support: Provide support in client communications including answering inquiries scheduling meetings and ensuring timely followup on client requests.
- Market Research: Conduct research on financial markets investment products and economic trends to support investment decisionmaking.
- Data Management: Maintain accurate and uptodate client data and financial information in internal systems.
- Administrative Tasks: Assist with the preparation of client presentations documentation for financial plans and other administrative tasks as needed.
Qualifications:
- Education: Bachelors degree in Finance Economics Accounting or a related field.
- Experience: 12 years of experience in financial services wealth management or a related field preferred. Internship experience will be considered.
- Skills: Strong analytical skills with proficiency in Microsoft Excel and financial software. Excellent written and verbal communication skills. Ability to handle multiple tasks and prioritize effectively.
- Certifications: CFA Level I or CFP coursework in progress is a plus.
- Personal Attributes: Detailoriented proactive and capable of working both independently and as part of a team.
Employment Type
Full Time
