Overview

The Wealth Management Analyst participates in overall business development of clientele.  The Wealth Management Analyst may also designand produce strategy reports, synthesize client/prospect data to develop customized financial plans, design tailored reporting for new and existing clients and create and execute marketing strategies to attract new clients.

DUTIES and RESPONSIBILITIES:

  • Designs and produces strategy reports and other types of communications for Advisors to use with clients and prospects as part of the overall marketing initiative
  • Synthesizes client/prospect data to develop customized financial plans/asset allocation proposals utilizing the Firm’s proprietary software tools
  • Independently improves and streamlines the service model and operational procedures for the team
  • Identifies practice management opportunities through various Firm channels
  • Independently assists clients with market and stock research
  • Independently develops,implements, and communicates new procedures, products, and portfolio enhancements to high net worth clients
  • Prepares performance measurement for clients, which involves computing account performance,analyzing investment portfolio holdings, and generating quarterly investment performance monitors
  • Develops presentation materials and proposals to assist Advisors in obtaining clients’ business
  • May participate inclient/account meetings
  • Provides individualized recommendations to the Advisor regarding client situations by analyzing Advisor’s book of business and identifying new business opportunities
  • Works with clients on the execution of orders in Brokerage and Advisory accounts

QUALIFICATIONS

EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:

  • Minimum of 5 years of post-high school education and/or work experience in a field relevant to the position required
  • Four-year college degree or professional certification preferred
  • Active Series 7, 63 and 65 or Series 7 and 66
  • Additional product licenses may be required

Knowledge/Skills

  • Financial industry and product knowledge preferred
  • Ability to measure performance of clients’ portfolios
  • Effective written and verbal communication skills
  • Knowledge of applicable compliance rules and regulations and firm policies
  • Able to work independently and effectively on a team
  • Demonstrated leadership skills
  • Strong knowledge of MS tools including Word, Excel and PowerPoint

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