Wealth Management Analyst

2 weeks ago

Richmond VA United States Commonwealth Retirement Advisors Full time

Wealth Management Analyst


Our Mission:

At our core, we are more than just a wealth management firm. We are a dedicated team committed to fostering lifelong relationships with our clients. Our mission is straightforward: we focus on understanding our clients' unique financial aspirations and delivering unparalleled service. Our team's diverse expertise, coupled with our firm's size, ensures that each client receives personalized attention at every step.


About the Role:

We are seeking a meticulous and motivated Wealth Management Analyst to join our team. This role is ideal for candidates who thrive in a collaborative and dynamic environment, excel at working with numbers and data, and are eager to grow in the wealth management field.


Key Responsibilities:

  • Financial Plan Support: Collect and update financial planning data for client financial plans, ensuring accuracy and completeness within clearly defined timelines.
  • Plan Creation Assistance: Support in drafting financial plans for prospective clients, incorporating research and data as required.
  • Billing Preparation: Assist in the preparation of account billing, working closely with our billing team to ensure timely and accurate billing.
  • Client Distribution Management: Maintain a log of client distributions and required minimum distributions (RMDs), keeping our records up-to-date and ensuring clients meet year-end requirements.
  • Compliance Tasks: Coordinate periodic compliance tasks, including collecting firm data and assisting with necessary client communications.
  • Firm Metrics Maintenance: Collect, organize, and manage firm metrics to help track performance and operational benchmarks.
  • Special Projects: Engage in various special projects requiring in-depth analysis, offering opportunities to work directly on impactful firm initiatives.
  • Client Service: Provide occasional professional and courteous direct support to clients as needed. This may include answering the phone during peak hours, assisting in meetings for data entry needs, etc.


What We're Seeking:

  • Bachelor's degree and/or equivalent financial services experience.
  • Recent CFP® designation education fulfilled, certificant, or similar financial planning designation preferred, demonstrating a solid foundation in financial planning principles and commitment to professional growth.
  • A candidate committed to a long-term career in wealth management.
  • Exceptional organizational skills, with outstanding written and verbal communication abilities.
  • A proactive approach to tasks and willingness to take ownership of their responsibilities.
  • High level expertise in Microsoft Excel and PowerPoint and a willingness to learn new software tools and platforms.
  • Strong multitasking abilities, excellent attention to detail, and a knack for prioritizing tasks effectively.
  • Excellent interpersonal skills, a collaborative mindset, and a commitment to putting clients first, supported by ethical principles and reliability.
  • Experience with financial planning software such as eMoney, Right Capital, MoneyGuidePro, etc. is a plus.


Perks & Benefits:

  • $70,000 salary
  • 50% employer-paid health insurance coverage.
  • Paid sick leave and holidays.
  • Opportunities for specialized professional development.
  • Clear paths for career advancement.
  • Potential for performance-based bonuses.
  • Positive and supportive work culture and management.
  • Complimentary snacks and beverages.
  • New, clean and organized office environment.
  • Realistic expectations and a healthy work-life balance.

  • Private Wealth Associate

    2 weeks ago

    Irvine, CA, United States Wealth Coast Wealth Management Full time

    The Private Wealth Associate is responsible for the execution of all recommendations made for clients as they move through the financial planning process with the Private Wealth Advisor (Lead Advisor). They will also be responsible for providing a high level of client service to enhance the overall client experience. The Private Wealth Associate will be...

  • Private Wealth Associate

    1 week ago

    Irvine, CA, United States Wealth Coast Wealth Management Full time

    The Private Wealth Associate is responsible for the execution of all recommendations made for clients as they move through the financial planning process with the Private Wealth Advisor (Lead Advisor). They will also be responsible for providing a high level of client service to enhance the overall client experience. The Private Wealth Associate will be...

  • Wealth Management Analyst

    3 weeks ago

    richmond, United States Commonwealth Retirement Advisors Full time

    Wealth Management AnalystOur Mission:At our core, we are more than just a wealth management firm. We are a dedicated team committed to fostering lifelong relationships with our clients. Our mission is straightforward: we focus on understanding our clients' unique financial aspirations and delivering unparalleled service. Our team's diverse expertise, coupled...

  • Wealth Management Analyst

    3 weeks ago

    Richmond, United States Commonwealth Retirement Advisors Full time

    Wealth Management AnalystOur Mission:At our core, we are more than just a wealth management firm. We are a dedicated team committed to fostering lifelong relationships with our clients. Our mission is straightforward: we focus on understanding our clients' unique financial aspirations and delivering unparalleled service. Our team's diverse expertise, coupled...

  • Wealth Management Analyst

    3 weeks ago

    richmond, United States Commonwealth Retirement Advisors Full time

    Wealth Management AnalystOur Mission:At our core, we are more than just a wealth management firm. We are a dedicated team committed to fostering lifelong relationships with our clients. Our mission is straightforward: we focus on understanding our clients' unique financial aspirations and delivering unparalleled service. Our team's diverse expertise, coupled...

  • Wealth Management Analyst

    2 weeks ago

    Richmond, United States Commonwealth Retirement Advisors Full time

    Wealth Management AnalystOur Mission:At our core, we are more than just a wealth management firm. We are a dedicated team committed to fostering lifelong relationships with our clients. Our mission is straightforward: we focus on understanding our clients' unique financial aspirations and delivering unparalleled service. Our team's diverse expertise, coupled...

  • Private Wealth Support Advisor

    2 weeks ago

    Richmond, VA, United States CrossPoint Wealth Partners Full time

    We are seeking a Private Wealth Support Advisor (Level II) to join our team, dedicated to providing exceptional service in executing and implementing financial plans for high-net-worth families. Your role will be pivotal in ensuring that our clients' financial strategies are executed with precision, efficiency, and exceed their expectations in terms of...

  • Wealth Management Advisor

    2 weeks ago

    Stevens Point, WI, United States Schulfer & Associates, LLC Wealth Management Full time

    *Wealth Management Advisor - Associate *If you are considering sending an application, make sure to hit the apply button below after reading through the entire description.*Your Opportunity:* Join the premier, independent Wealth Management team of Schulfer & Associates, LLC Wealth Management as an Associate Wealth Management Advisor. Our positive, upbeat...

  • Technical Business Analyst

    4 weeks ago

    Cleveland, OH, United States Newbold Advisors Full time

    Job Title: Technical Business Analyst – Wealth Management Job Location: RemoteJob Type: Contract - Must be able to work as a W2 employee of Newbold.Compensation: $60-65/hour will be based on the candidate’s skills and experienceNo other forms of compensation, such as bonuses or commissions, are offered for this positionNewbold offers health care benefits...

  • Wealth Management Advisor

    1 week ago

    Boca Raton, FL, United States Nichols Wealth Partners Full time

    Nichols Wealth Partners, a rapidly growing wealth management firm, is seeking a Wealth Advisor to assist us in our mission of helping clients achieve their financial goals. This is your chance to play a key role in the future success of our fast-growing organization!  The Wealth Advisor plays a pivotal role in attracting and retaining clients. If you have...

  • Technical Business Analyst

    2 weeks ago

    Cleveland, OH, United States Newbold Advisors Full time

    Job Title: Technical Business Analyst – Wealth Management Job Location: Cleveland, OH/Columbus, OH/Albany, NY/Buffalo, NY - HybridJob Type: Contract - Must be able to work as a W2 employee of Newbold.Compensation: $60-65/hour will be based on the candidate’s skills and experienceNo other forms of compensation, such as bonuses or commissions, are offered...

  • Retirement Plan Relationship Manager

    2 weeks ago

    Richmond, VA, United States Hermitage Wealth Management, Inc. Full time

    Company DescriptionHermitage Wealth Management, Inc., an established and growing firm, is seeking to add a Retirement Plan Relationship ManagerA full service comprehensive financial planning and investment advisory firm with a specialization in corporate retirement plan consulting. Due to continued growth, we are seeking a candidate who has the capacity to...

  • Wealth Management Customer Service Manager

    2 weeks ago

    Overland Park, KS, United States Financial Partners Group, Inc. | Wealth Management Full time

    Company DescriptionFinancial Partners Group provides comprehensive fee-based wealth management services for business owners, executives, professionals, and affluent clients. They focus on helping clients create and grow their personal wealth, protect their life savings, and plan for the distribution of their assets. The company offers tailored client...

  • Wealth Advisor

    2 weeks ago

    Scottsdale, AZ, United States Thompson Wealth Management Full time

    Thompson Wealth Management is actively seeking a dedicated and passionate Wealth Advisor to join our team in Scottsdale, Arizona. In this role, you'll have the opportunity to build your own client base with the support of our extensive lead generation efforts. We handle your calendar with qualified appointments—no cold calling required. You'll also benefit...

  • Private Wealth Support Advisor

    3 weeks ago

    richmond, United States CrossPoint Wealth Partners Full time

    We are seeking a Private Wealth Support Advisor (Level II) to join our team, dedicated to providing exceptional service in executing and implementing financial plans for high-net-worth families. Your role will be pivotal in ensuring that our clients' financial strategies are executed with precision, efficiency, and exceed their expectations in terms of...

  • Private Wealth Support Advisor

    3 weeks ago

    Richmond, United States CrossPoint Wealth Partners Full time

    We are seeking a Private Wealth Support Advisor (Level II) to join our team, dedicated to providing exceptional service in executing and implementing financial plans for high-net-worth families. Your role will be pivotal in ensuring that our clients' financial strategies are executed with precision, efficiency, and exceed their expectations in terms of...

  • Private Wealth Support Advisor

    2 weeks ago

    Richmond, United States CrossPoint Wealth Partners Full time

    We are seeking a Private Wealth Support Advisor (Level II) to join our team, dedicated to providing exceptional service in executing and implementing financial plans for high-net-worth families. Your role will be pivotal in ensuring that our clients' financial strategies are executed with precision, efficiency, and exceed their expectations in terms of...

  • Client Service Associate

    2 weeks ago

    Vienna, VA, United States VWG Wealth Management Full time

    Company DescriptionVWG Wealth Management implements creative, planning-driven wealth management solutions for individuals, families, and small businesses in Vienna, VA. The team at VWG is dedicated to delivering excellent service with personal integrity and a client-focused approach. The company is committed to putting clients first, thoroughly assessing...

  • Retirement Plan Relationship Manager

    4 days ago

    richmond, United States Hermitage Wealth Management, Inc. Full time

    Company DescriptionHermitage Wealth Management, Inc., an established and growing firm, is seeking to add a Retirement Plan Relationship Manager.A full service comprehensive financial planning and investment advisory firm with a specialization in corporate retirement plan consulting. Due to continued growth, we are seeking a candidate who has the capacity to...

  • Retirement Plan Relationship Manager

    3 days ago

    richmond, United States Hermitage Wealth Management, Inc. Full time

    Company DescriptionHermitage Wealth Management, Inc., an established and growing firm, is seeking to add a Retirement Plan Relationship Manager.A full service comprehensive financial planning and investment advisory firm with a specialization in corporate retirement plan consulting. Due to continued growth, we are seeking a candidate who has the capacity to...