Senior Wealth Strategy Analyst

What you’d do

Partners with Wealth Strategists to produce data-driven analysis and client-ready planning materials for high net worth and ultra-high net worth engagements. Full time role focused on accuracy, consistency, and timeliness of wealth strategy outputs, plus process improvement and mentoring junior analysts. Found on the employer's careers page on Oct 17, 2026. Apply through the link.

You’ll need

• Bachelor's degree
• 5+ years in wealth planning or financial analysis
• Professional or financial services environment experience
• Financial modeling and analysis proficiency