Wealth Advisory Analyst - Vigilant Wealth Management

We need to output HTML fragment with sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule as appropriate. Must not repeat job title. Must not include Job ID etc. Must not include boilerplate. Must preserve all substantive info. We need to parse the posting. Key content: - Company: Vigilant Wealth Management, a Hightower advisory practice with approx $3.8B AUM as of June 2026, hiring early-career Wealth Advisory Analyst to join Portland, ME or Portsmouth, NH team. - Role description: designed for recent college graduate who wants to build long-term career in wealth management and client advisory work focusing on financial planning and relationship building. Work directly with experienced Wealth Advisors and Client Relationship Associates, learn how high-net-worth families are advised, support client planning and service work, build technical and professional foundation needed to grow into broader advisory role over time. Hybrid position based in either Portland, ME or Portsmouth, NH office, with work-from-home flexibility and occasional travel between offices for team meetings, training, or client-related work. Report to the Principal. - Why This Role: fit if recent graduate intellectually curious, detail-oriented, service-minded, interested in building long-term career in wealth management. No prior experience needed with every system; looking for strong judgment, professionalism, follow-through, communication skills, willingness to learn. - What You'll Learn: list of learning items. - What You'll Do: list of duties. - What You'll Bring: Required qualifications: Bachelor's degree in finance, economics, business, accounting, or 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. Helpful but not required: internship, coursework, 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. - Career Path and Development: role intended to be launch point; may develop toward senior independent wealth advisory positions; hands-on training in client service, financial planning workflows, custodial platforms, CRM systems, compliance, advisor preparation, professional communication; gain exposure to full client-service lifecycle; learn how high-performing advisory team serves clients, manages relationships, grows business. - What We Offer: 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. - Hightower's Story: description of firm; can be considered "About the role"? Actually it's about company. Might be part of "About the role" or separate "About the company". The instruction says use headings for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We need to include sections only when posting has real specific content. We have content for About the role (intro description), Responsibilities (What You'll Do), Requirements (maybe required qualifications?), Qualifications (maybe required vs helpful?), Skills (maybe communication, judgment, etc), Benefits (What We Offer includes benefits), Pay (Annual base salary $60k plus bonus plan), Schedule (Hybrid position, work-from-home flexibility, occasional travel). Also maybe "Career Path and Development" could be part of "About the role" or separate but not in list; we could omit if not matching headings. The instruction says prefer a few substantive sections over many thin ones. So we can combine some. We need to decide which sections to include: - About the role: include overview of role, team, location, reporting, hybrid, purpose. - Responsibilities: list of duties from "What You'll Do". - Requirements: maybe required qualifications (Bachelor's degree, communication skills, interest, judgment, comfort learning tech, teamwork). Could also include "Required qualifications" as Requirements. - Qualifications: maybe helpful but not required items? Or we could combine Requirements and Qualifications? The instruction says use those headings if there is real specific content. We have both required and helpful. Could put required under Requirements, helpful under Qualifications. - Skills: maybe communication, judgment, professionalism, follow-through, willingness to learn, detail-oriented, service-minded, etc. Could be separate. - Benefits: list from What We Offer (health, dental, vision, HSA/FSA, 401k, life/disability insurance, PTO, bi-annual events, mentorship, exposure, training, supportive team). Also office locations maybe part of About the role. - Pay: Annual base salary $60,000 plus bonus plan. - Schedule: Hybrid position based in either Portland, ME or Portsmouth, NH office, with work-from-home flexibility and occasional travel between offices for team meetings, training, or client-related work. We must not include boilerplate like EEO, legal, etc. Must not include navigation, cookie, etc. Must not repeat job title. Must not include Job ID. We must preserve all substantive information; do not invent or summarize away detail. So we need to keep all details from the posting, but we can format them into sections. We need to ensure we don't omit any substantive info. Let's extract all substantive sentences. From posting: - Vigilant Wealth Management, a Hightower advisory practice with approximately $3.8 billion in assets under management as of June, 2026, 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 who wants to build a long-term career in wealth management and client advisory work with a focus on financial planning and relationship building. - You will work directly with experienced Wealth Advisors and Client Relationship Associates, learn how high-net-worth families are advised, support client planning and service work, and build the technical and professional foundation needed to grow into a broader advisory role over time. - This is a 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. - You will report to the Principal. - Why This Role: You will be a fit for this role if you are a recent graduate who is intellectually curious, detail-oriented, service-minded, and interested in building a long-term career in wealth management. - You do not need prior experience with every system or process listed below. - We are looking for strong judgment, professionalism, follow-through, communication skills, and a willingness to learn. - What You'll Learn: list (we need to keep each bullet). - What You'll Do: list (duties). - What You'll Bring: Required qualifications: list. - Helpful, but not required: list. - Career Path and Development: description. - What We Offer: list. - Hightower's Story: description of firm. - Equal opportunity employer etc (boilerplate to remove). - Citizenship requirement etc (maybe considered boilerplate? It's about work authorization; could be considered substantive? It says "You are a U.S. citizen, U.S. permanent resident or have other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future." This is a requirement; maybe we should keep it under Requirements? It's substantive. However it's near the end after EEO. It's not typical boilerplate but it's a requirement. We'll keep it. We must not include cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. So we remove the EEO paragraph and the Hightower's Story? The story is not boilerplate; it's substantive about the firm. Could be included under About the role or a separate "About the company". But headings list does not include About the company. Could incorporate into About the role. We must not repeat the job title as a heading. So we won't have a heading for "Wealth Advisory Analyst". Good. We must not put Job ID/requisition numbers as headings — none present. We must output ONLY the HTML fragment. We need to decide on sections. Potential sections:

About the role

with paragraphs covering: company overview, role purpose, reporting, hybrid schedule, location, etc.

Responsibilities

with

• for duties from What You'll Do.

  Requirements

  with
  • for required qualifications plus maybe citizenship/work auth.

    Qualifications

    with
    • for helpful but not required items.

      Skills

      with
      • for desired attributes: intellectually curious, detail-oriented, service-minded, interested in long-term career, strong judgment, professionalism, follow-through, communication skills, willingness to learn.

        Benefits

        with
        • for benefits list from What We Offer (health, dental, vision, HSA/FSA, 401k, employer-paid life and disability insurance, generous PTO, bi-annual company events, mentorship, exposure to client meetings, training on platforms, supportive team environment, clear path for growth). Also office locations maybe part of About the role.

          Pay

          with

          Annual base salary of $60,000 plus bonus plan.

          Schedule

          with

          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.

          We also need to include "What You'll Learn" maybe as part of About the role or a separate section? Not in headings list. Could be included under About the role as a paragraph or separate "Learning Opportunities". But headings list does not have Learning. Could incorporate into About the role or Responsibilities? Probably better to include under About the role as a paragraph describing what you'll learn. Similarly Career Path and Development could be part of About the role or Benefits? Could be under About the role as a paragraph. We must preserve all substantive info; we can embed them in paragraphs. Let's extract all substantive info and map. Company overview: Vigilant Wealth Management, a Hightower advisory practice with approx $3.8B AUM as of June 2026. Role purpose: early-career Wealth Advisory Analyst, recent college graduate, build long-term career in wealth management and client advisory work focusing on financial planning and relationship building. Work: directly with experienced Wealth Advisors and Client Relationship Associates, learn how high-net-worth families are advised, support client planning and service work, build technical and professional foundation needed to grow into broader advisory role over time. Reporting: report to the Principal. Location/hybrid: hybrid position based in either Portland, ME or Portsmouth, NH office, with work-from-home flexibility and occasional travel between offices for team meetings, training, or client-related work. Why This Role fit: recent graduate intellectually curious, detail-oriented, service-minded, interested in building long-term career in wealth management. What we look for: strong judgment, professionalism, follow-through, communication skills, willingness to learn. Also you do not need prior experience with every system or process listed below. What You'll Learn: list items (we need to keep each bullet). Let's list them: - How high-net-worth individuals and families are served by an independent-minded wealth advisory practice - How wealth