Client Advisory Team Analyst

Duties and Responsibilities

• Prepare financial analyses for various personal wealth management issues; including investments, estate planning, tax planning, debt management and insurance
• Information gathering for client financial matters
• Communications with client service team and client outside advisors
• Preparation of financial reports and presentations for clients
• Coordination and execution of investment strategies
• Research on investment ideas and wealth management strategies
• Other duties as assigned by management

Minimum Position Requirements

• 1 – 3 years of work experience in financial services industry
• Have completed the CFP program, or in process of completion
• CPA preferred, but not required
• Undergraduate business degree in accounting or finance
• Preferred 3.2 minimum cumulative GPA
• Either internship or full-time work experience in finance industry
• Strong financial analytical skills and understanding of basic financial concepts
• Desire to learn and grow professionally in the personal wealth management business
• Experience using Windows based software, including Microsoft Excel and PowerPoint
• Must consent to and have favorable consumer report and background check

Other Essential Candidate Traits

• Ability to be proactive and anticipate issues and problems and work quickly and proactively to solve them
• Willingness to learn, expand responsibility
• Ability to maintain extreme confidentiality in dealing with client matters
• Ability to multi-task, manage several projects at one time, and follow through to completion