Wealth Advisory Analyst - Vigilant Wealth Management

About the role

Your Future Team Vigilant Wealth Management is hiring an early-career Wealth Advisory Analyst to join our Portland, ME or Portsmouth, NH team. This role is designed for a recent college graduate interested in building a long-term career in wealth management and client advisory work.

Responsibilities

• Support Wealth Advisors and their books of business by helping prepare for client, prospect, and center-of-influence meetings
• Create and update client wealth plans, meeting materials, presentations, and required paperwork
• Support inbound wealth planning tasks and participate in the Wealth Advisory Committee and Sales Committee
• Onboard new clients by preparing account-opening documents and coordinating with clients, advisors, and custodians for an accurate and efficient onboarding process
• Learn the operational foundation of wealth management by working with custodial platforms such as Schwab and Fidelity to support account openings, money movements, gifting, transfers of assets, and account maintenance
• Maintain internal client files and help ensure client data is current, accurate, and consistent across technology platforms
• Work with related professional advisors, including CPAs, estate attorneys, insurance agents, and other centers of influence
• Coordinate advisor and client workflows, including meeting preparation, scheduling, follow-up tracking, and ensuring advisors have the information needed to deliver a positive client experience
• Support client retention by helping track client service standards and prompting follow-up
• Monitor publications and public information to identify prospective clients, client-relevant developments, and potential marketing or networking opportunities
• Develop professional networking skills and learn how advisors build long-term relationships with clients, prospects, and centers of influence
• Understand and follow our compliance, confidentiality, and client-service responsibilities

Requirements

Required qualifications:

• Bachelor's degree in finance, economics, business, accounting, or a related field
• Clear written and verbal communication skills
• Interest in wealth management, financial planning, investments, or client advisory work
• Professional judgment and discretion with confidential client information
• Comfort learning new technology platforms and workflows
• Work collaboratively in a team-oriented environment

Qualifications

Helpful, but not required:

• Internship, coursework, or student-organization experience related to finance, investments, accounting, economics, client service, sales, or business development
• Familiarity with Microsoft Office, especially Excel and PowerPoint
• Exposure to CRM systems, Salesforce, Tamarac, Schwab, Fidelity, WebEx, or financial planning software
• Presentation experience through coursework, internships, athletics, clubs, or prior work experience

Skills

Skills developed in this role include:

• Client service
• Financial planning workflows
• Custodial platforms
• CRM systems
• Compliance, confidentiality, and client-service responsibilities

Benefits

Great office locations in downtown Portsmouth and Portland
Annual base salary of $60,000 plus bonus plan
Excellent benefits, including health, dental, and vision insurance
HSA and FSA options
401(k)Employer-paid life and disability insurance
Generous PTO plan
Bi-annual company events
Mentorship from experienced advisors and client-service professionals
Exposure to client meetings and advisory work early in your career
Training on wealth management platforms and workflows
Supportive team environment with a clear path for professional growth

Pay

$60,000 annual base salary plus bonus plan

Schedule

Hybrid position based in either our Portland, ME or Portsmouth, NH office, with work-from-home flexibility and occasional travel between offices for team meetings, training, or client-related work.