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 for advanced accounts. 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