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Senior Wealth Management Analyst
3 months ago
Senior Wealth Management Analyst
Job Description
POSITION SUMMARY:
The Wealth Management Analyst is responsible for:
- Creating a personalized customer experience.
- Producing strategy reports.
- Synthesizing client/prospect data to develop customized financial plans.
- Designing tailored reporting for new and existing clients.
- Creating and executing marketing strategies to attract new clients.
The Wealth Management Analyst focuses on servicing clients by understanding their investment objectives and working in partnership with the Private Wealth Advisor to deliver solutions.
DUTIES and RESPONSIBILITIES:
- Client Support: Establishes and cultivates trusting relationships with new and existing clients, proactively helping them understand their investments and planning strategies, often with guidance and input from senior team members.
- Assists Advisors in developing and delivering financial and investment strategies that aim to address each client’s specific goals and concerns.
- Prepares performance reports and other data for clients, which may involve evaluating account performance, analyzing investment portfolio holdings, and generating quarterly investment performance monitors.
- Engages in interactive dialogue with clients and prospects to determine investment objectives, current portfolio status, risk tolerance, and other necessary information to craft comprehensive financial strategies in conjunction with the Private Wealth Advisor.
- Works with clients on the execution of orders in Advisory accounts.
- Assists clients with market and stock research.
- Develops Investment Policy Statements for clients in coordination with the Advisor.
- Manages events, webinars, and seminars by organizing, marketing, and setting up the venue in collaboration with the Advisor.
- Business Development & Operational Support: 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; may lead presentations in partnership with Advisors.
- Leads a team-wide effort to organize, streamline, and enhance a client experience that emphasizes value, service, and attention to detail.
- Develops, implements, and communicates new procedures, products, and portfolio enhancements for clients.
- Develops presentation materials and proposals to assist Advisors in managing performance measurements on existing accounts and cultivating new business opportunities.
- Provides tailored recommendations to the Advisor about specific client situations and opportunities to consider.
- Collaborates with the Advisor to develop an overall business plan and marketing strategy, which may include targeted events and customized seminars.
- Conducts quarterly/annual business performance reviews in conjunction with the Advisor.
- Actively engages in available training and education programs – including firm strategic priorities, professional development, staying current on policies, procedures, and new platforms, and attends scheduled targeted/monthly field service professional and/or training calls.
QUALIFICATIONS
- Education and/or Experience:5+ years of work experience in a relevant field is required.
- Four-year college business or finance degree or professional certification preferred.
- Series 7 (or accredited CFP, CFA, CPA preferred)
About Private Asset Management
At Private Asset Management, we understand that your financial journey is as unique as you are. Our team of trusted advisors is dedicated to offering practical insights and guidance at every step. Whether you are planning for retirement, investing for the future, or safeguarding your family's financial legacy, we help you navigate financial complexities with clarity and confidence.
We go beyond numbers, understanding your values and aspirations to craft a plan that truly reflects your vision. We don’t settle for generic advice; experience the difference of personalized planning tailored just for you.
Having scaled the peak and built a life rich with experiences and rewards, a new vista now unfolds before you. With a thriving family, a successful career, and hard-earned wisdom, you hold priceless treasures. As you seek deeper meaning and greater joy, we are here to walk this journey with you.
At Private Asset Management, we leave industry jargon behind to be your trusted guide. We share life together, enjoy casual fun, challenge you to push your limits, and celebrate every victory while helping you strategize through setbacks. Our decades of experience become your wisdom, bound by a genuine human connection, trust, and ethical responsibility. More than just resources, we are your confidential collaborators, navigating the financial landscape together.
