About this role
Wealth Analyst
A growing and highly respected wealth management firm is seeking a Wealth Analyst to join its collaborative team supporting high-net-worth individuals and multigenerational families. The firm is known for its high-touch client experience, strong culture, approachable leadership, and flexible hybrid environment.
This is an excellent opportunity for someone who wants a blend of client exposure, financial planning, and portfolio management experience while maintaining strong work-life balance. The team offers meaningful mentorship, support for CFP growth, and long-term advancement potential within an expanding platform.
Responsibilities
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Support wealth managers with financial planning, portfolio management, and client service needs
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Assist with retirement, estate, tax, insurance, education, and cash flow planning analyses
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Help monitor portfolios, cash levels, trading activity, and rebalancing
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Prepare client meeting materials and participate in meetings and follow-ups
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Manage client workflows, account administration, and ongoing communication
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Partner cross-functionally to support client projects and operational needs
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2+ years of experience in wealth management, financial planning, or private client services
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Exposure to financial planning required
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CFP in progress or already CFP-certified
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Strong analytical, organizational, and communication skills
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Comfortable in a collaborative, client-facing environment
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Knowledge of portfolio management and broader wealth planning concepts
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Bachelor’s degree required; additional designations are a plus