Position Summary
We are seeking a motivated, analytical, and client-focused Financial Analyst to join a growing wealth management team.
This role serves as an entry point into the wealth management profession and is designed for individuals who are interested in building a long-term career as a financial advisor or wealth management professional.
As a Financial Analyst, you will work closely with Private Wealth Advisors to support client relationships, prepare financial analyses, assist with investment operations, and help deliver a high-quality client experience. You will gain exposure to all aspects of comprehensive financial planning while working toward obtaining investment and insurance licenses.
This role provides an opportunity to learn directly from experienced advisors while developing the technical, analytical, and client-facing skills necessary for long-term success in the financial services industry.
What You’ll Learn
This role is designed to help you develop expertise in:
- Financial Planning
- Investment Management
- Portfolio Construction
- Retirement Planning
- Insurance Planning
- Tax-Efficient Strategies
- Client Relationship Management
- Wealth Management Operations
- Financial Technology Platforms
- Financial Markets and Economic Trends
You will gain hands-on experience while working alongside experienced advisors and participating in real client engagements.
Key Responsibilities
Client Service & Investment Operations
Support the day-to-day servicing of investment clients by:
- Executing investment trades
- Opening new investment accounts
- Updating existing account information
- Assisting with asset transfers and rollovers
- Processing client service requests
- Coordinating account paperwork and documentation
Financial Planning Support
Assist advisors in preparing financial planning and investment materials, including:
- Financial plans
- Investment proposals
- Retirement analyses
- Insurance illustrations
- Client review meeting materials
- Research and supporting documentation
Client Relationship Support
Help strengthen and maintain client relationships by:
- Participating in client meetings
- Shadowing Private Wealth Advisors
- Preparing meeting agendas and materials
- Drafting post-meeting summaries and follow-up communications
- Ensuring timely completion of client action items
CRM & Data Management
Support firm operations by:
- Maintaining accurate client records within CRM systems
- Updating client information and documentation
- Assisting with workflow management
- Supporting compliance and reporting processes
- Ensuring data accuracy and organization
Professional Development
As part of your career progression, you will:
- Complete Life & Health Insurance licensing
- Complete Securities Industry Essentials (SIE) licensing
- Obtain Series 7 licensing
- Obtain Series 66 licensing
- Participate in advisor development and mentorship opportunities
- Build the foundation for future advancement within the firm
Qualifications
Required
- Bachelor's degree in:
- Finance
- Business
- Economics
- Accounting
- Financial Planning
- Related field
- Strong interest in financial planning and wealth management
- Excellent communication and interpersonal skills
- Strong analytical and problem-solving abilities
- Attention to detail and organizational skills
- Ability to work independently and collaboratively
- Strong work ethic and growth mindset
- Proficiency in Microsoft Office, including:
- Excel
- Word
- PowerPoint
Preferred
- Internship experience in finance, banking, wealth management, or related fields
- Familiarity with investment concepts and financial markets
- Experience working in a professional client-service environment
- Interest in pursuing CFP® certification or other industry credentials
Ideal Candidate
We are looking for someone who is:
- Passionate about helping clients achieve financial success
- Curious and eager to learn
- Detail-oriented and highly organized
- Analytical and data-driven
- Professional and client-focused
- Self-motivated and accountable
- Comfortable working in a fast-paced environment
- Interested in building a long-term career in wealth management
Compensation & Benefits
- Competitive salary and performance-based incentives
- Comprehensive benefits package, including health insurance and retirement benefits
- Professional development and licensing support
- Direct mentorship from experienced Private Wealth Advisors
- Exposure to all areas of comprehensive financial planning
- Opportunities for career growth and advancement
- Collaborative and supportive team environment
- Opportunity to make a meaningful impact on clients' lives
Career Path
This position is designed to serve as the starting point of a long-term career in wealth management.
Successful Financial Analysts may progress into opportunities such as:
- Associate Advisor
- Financial Advisor
- Private Wealth Advisor
