Wealth Management Analyst

What you’d do

Support Financial Advisors and Private Wealth Advisor teams with client service, including preparing for regular meetings and tracking follow-ups, plus digital marketing, portfolio holdings, proposal tools, financial planning, reporting and analysis. Full time. Found on the employer's careers page on Oct 7, 2026. Apply through the link.

You’ll need

• 2+ years of work experience in a relevant field
• Active Series 7 (GS)
• Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
• Additional product licenses may be required