Consulting Group Analyst

What you’d do

Support Financial Advisors and Private Wealth Advisor teams with client service, including meeting preparation, follow-ups, digital marketing, portfolio and proposal tools, financial planning, reporting, and performance measurement. Full time. Found on the employer's careers page on Oct 8, 2026. Apply through the link.

You’ll need

• 5+ years of experience in a relevant field
• Active Series 7 (GS)
• Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
• Knowledge of equities, bonds, options, mutual funds, annuities, insurance, and managed accounts