Wealth Management Data Associate

3 weeks ago


Roseland, United States Northeast Private Client Group Full time

About Northeast Private Client Group

Northeast Private Client Group is a boutique financial services advisory firm.

We founded our business on the simple idea that the best way to help a client achieve financial balance is through careful listening and active engagement, by a multi-disciplinary team.

Focused through our clear mission and aligned with our core values, we strive to build longstanding relationships by delivering excellence every day.


About the Opportunity


NEPCG is seeking a Wealth Management Data Associate to support our Investment Team and the firm’s Financial Planning strategy implementations. The ideal candidate must be detail-oriented, have excellent communication skills, possess a keen sense of prioritization and organization, and thrive in a high-paced entrepreneurial organization.


Specific duties include but are not limited to:

  • Analyze and interpret client portfolio performance
  • Provide client relationship support, provide analytic and account-related financial information
  • Help analyze and develop customized asset allocation strategies/models and investment solutions for clients


Required Skills

  • Has digital/technological dexterity
  • Proven analytical and problem-solving skills
  • Proven acumen with Microsoft Office (Word, Excel, and PowerPoint)
  • Excellent communication skills and solid interpersonal skills
  • Dependable team-player


Education, Training & Experience

  • A bachelor’s degree in finance, economics, or a related field is preferred
  • Series 7 License not required, but is a plus
  • Experienced in client service, preferably within the finance sector
  • Knowledge of VBA, SQL, and/or Python is a plus. Experience with Orion is highly desirable.


Job Type: Full-time

Salary Range: $65,000 to $70,000

Bonus: Discretionary


What’s in it for you:

NEPCG’s competitive benefits package includes, but is not limited to:

  • 401(k) Matching
  • Medical, Dental, and Vision Insurance
  • Life and Disability Insurance
  • Generous Paid Time Off
  • Progressive Company culture


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