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Wealth Management Analyst
2 months ago
Company
Olympus Wealth Management
Company Description
Olympus Wealth Management helps clients achieve the freedom and peace of mind to pursue their passions. Olympus Wealth Management was founded by three partners from J.P. Morgan’s Private Bank who spent their careers working with high-net-worth and ultra-high-net-worth families. The company was created with the needs of wealthy families in mind. Olympus Wealth Management customizes solutions for wealthy families through sophisticated planning, investment management, first-class service, and a multi-family office. For additional information, please visit our website at
Title
Wealth Management Analyst
Location
Cottonwood Heights, UT
Hours and Duration
Full-Time; Three-year analyst program and opportunity for associate promotion thereafter.
Responsibilities
Planning
o Financial plan data entry, modeling, and analysis
o Updating existing financial plans
o Other planning tasks and projects as needed
Administrative
o Client onboarding
o Client service requests
o Scheduling meetings
o Other administrative tasks and projects as needed
Other
o Prospecting
o Attend client/prospect meetings
o Creation of financial statements and investment reports
o Data entry and reconciliation
o Enter call notes in CRM
o Prepare meeting materials
o Training other analysts and interns on projects and responsibilities
Qualifications
· BS/BA, MBA, or MSF
· Prefer pursuing either CFP® or CFA® designation
· Proficient in MS Excel, MS PowerPoint, and MS Word
· Experience with financial modeling in MS Excel
· Experience with Morningstar Direct and eMoney Advisor
· Prefer experience with Salesforce
· Extreme attention to detail
· Strong writing and communication skills
· Prefer GPA of 3.0 or higher
· General accounting and investment knowledge
Compensation
Based on experience and qualifications.
Application
Qualified candidates should send a resume in PDF format to analysts@olympuswealthmanagement.com. Resumes are due on or before September 30, 2024, at 11:59PM MST. Olympus will review resumes immediately upon submission and may hire a qualified candidate before the deadline.
