Wealth Management Analyst

4 days ago


chicago, United States Calculated Hire Full time

Wealth Analyst


Overview

Provides support and product expertise for the financial planning business development, sales and service delivered by private wealth advisors and relationship managers. Services relationships in the assigned portfolio to ensure an exceptional client experience. Introduces services to clients to enhance the overall experience.


Responsibilities

  • Assists in preparing new business proposals or presentations to clients/prospects based upon their needs.
  • Assist Private Wealth Advisors in market research of client and prospects
  • Assist Private Wealth Advisors in identifying prospective clients.
  • Acts as the key service contact for clients.
  • Takes ownership of client issues and collaborates with others to resolve or escalates per guidelines.
  • Liaises with external advisors of clients on behalf of the private wealth advisor / relationship manager.
  • Develops an understanding of the customer needs and the account strategy and effectively communicates this to clients and prospects.
  • Make suggestions about how to improve the overall service interaction for prospects and clients.
  • Coordinates and executes specific activities for the implementation of strategic initiatives; includes tracking metrics and milestones.
  • Builds effective relationships with internal/external stakeholders.
  • Ensures alignment between stakeholders.
  • Prepares reports for financial plans; inputs appropriate data according to established.
  • Makes updates to sales tracking, forecast & pipeline, relationship plans and other databases.
  • Participates in account review process and completion of required action items.
  • Organizes client files and ensures proper documentation.
  • Supports the assigned advisors and client portfolio through administrative and transactional support including correspondence, relationship reviews, account documentation and sales reporting.
  • Prepares reports for financial plans and prospect presentations with an understanding of the anticipated prospect/client needs.
  • Supports the achievement of the business plan within the designated territory / region.
  • Collaborates effectively with internal stakeholders to build capability and drive business growth.
  • Meets high-quality service standards to maximize relationship retention and growth.
  • Develops rapport and instills confidence with the client to develop credibility and earn their trust.
  • Follows through on the risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, act in their best interests, and ensures an effectively run function.
  • Protects the Bank's assets and complies with all regulatory, legal and ethical requirements.
  • Focus may be on a business/group.
  • Thinks creatively and proposes new solutions.
  • Exercises judgment to identify, diagnose, and solve problems within given rules.
  • Works mostly independently.
  • Broader work or accountabilities may be assigned as needed.

Qualifications

  • Typically between 3 - 5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
  • General knowledge of financial planning and wealth management.
  • Working towards a financial planning designation preferred.
  • Proficiency in office software and sales management software.
  • Comfortable exploring beyond one's area of technical expertise (i.e. Discipline)
  • A willingness and aptitude to influence and recognize new business opportunities.
  • Specialized knowledge from education and/or business experience.
  • Verbal & written communication skills - In-depth.
  • Collaboration & team skills - In-depth.
  • Analytical and problem solving skills - In-depth.
  • Influence skills - In-depth.



  • Chicago, United States Rockefeller Capital Management Full time

    About Rockefeller Capital ManagementRockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from...


  • chicago, United States Calculated Hire Full time

    Wealth AnalystOverviewProvides support and product expertise for the financial planning business development, sales and service delivered by private wealth advisors and relationship managers. Services relationships in the assigned portfolio to ensure an exceptional client experience. Introduces services to clients to enhance the overall...


  • Chicago, United States Calculated Hire Full time

    Wealth AnalystOverviewProvides support and product expertise for the financial planning business development, sales and service delivered by private wealth advisors and relationship managers. Services relationships in the assigned portfolio to ensure an exceptional client experience. Introduces services to clients to enhance the overall...

  • Wealth Strategist

    2 weeks ago


    Chicago, Illinois, United States Corient Private Wealth LLC Full time

    Unlock Your PotentialAt Corient Private Wealth LLC, we're on a mission to empower high- and ultra-high-net-worth individuals and families to achieve their financial goals. As a Wealth Strategist, you'll play a vital role in helping our clients navigate the complexities of wealth management and make informed decisions about their financial futures.Key...


  • Chicago, Illinois, United States Corient Private Wealth LLC Full time

    Unlock Your Potential as a Wealth PlannerAt Corient Private Wealth LLC, we're committed to empowering talented individuals to excel in their careers. As a Wealth Planner, you'll play a vital role in helping high-net-worth individuals and families achieve their financial goals.Key Responsibilities:Develop and implement comprehensive financial plans,...


  • Chicago, Illinois, United States Calamos Asset Management Full time

    Job Title: Associate Wealth AdvisorAt Calamos Asset Management, we are seeking a highly motivated and experienced Associate Wealth Advisor to join our team. As a key member of our Wealth Management group, you will be responsible for providing exceptional client service and building long-term relationships with our affluent clients.Key Responsibilities:Client...


  • Chicago, IL, United States Fifth Third Bank Full time

    Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.GENERAL FUNCTION:The Senior WP Analyst partners with Wealth Strategists, WMAs and other specialists to deliver Fifth Third's discovery experience to prospects and clients with a general...


  • Chicago, Illinois, United States Rockefeller Financial Full time

    About Rockefeller Capital ManagementRockefeller Capital Management is a leading independent financial advisory services firm, established in 2018. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from...

  • Sr. Wealth Strategist

    2 months ago


    Chicago, United States Fifth Third Bank Full time

    Make banking a Fifth Third better® We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Serves as the primary Wealth Planning expert and resource for high net worth prospects and client relationships (> $10MM investable and/or $15 million in net worth)...


  • Chicago, Illinois, United States Ritholtz Wealth Management Full time

    About Ritholtz Wealth ManagementRitholtz Wealth Management is a dynamic and innovative wealth management firm headquartered in New York City, with a presence across the country. We're a cutting-edge Registered Investment Advisory (RIA) firm seeking highly motivated and career-oriented individuals who can thrive in an energetic and collaborative...


  • Chicago, Illinois, United States ECG Resources, Inc. Full time

    Private Wealth Advisor OpportunityECG Resources, Inc. is seeking a skilled Private Wealth Advisor to join their team and provide exceptional wealth management services to their high-net-worth clients.Key Responsibilities:Collaborate with senior advisors to deliver comprehensive wealth management advice, including tax planning, estate planning, trust...


  • Chicago, Illinois, United States Ritholtz Wealth Management Full time

    About Ritholtz Wealth ManagementRitholtz Wealth Management is a dynamic and innovative wealth management firm headquartered in New York City with a strong presence across the country. We are a growing Registered Investment Advisory (RIA) firm seeking highly motivated and career-oriented individuals who can thrive in an energetic and collaborative environment...


  • Chicago, Illinois, United States U.S. Bank Full time

    Job Title: Wealth Management BankerAt U.S. Bank, we're committed to helping our customers and communities thrive. As a Wealth Management Banker, you'll play a critical role in delivering exceptional client experiences and driving business growth.About the RoleThis position is responsible for developing and managing relationships with affluent clients,...


  • Chicago, Illinois, United States Fifth Third Bank Full time

    Job Title: Sr. Wealth StrategistAbout the Role:Fifth Third Bank is seeking a highly skilled Sr. Wealth Strategist to join our team. As a key member of our Private Bank, you will be responsible for providing expert wealth planning advice to high net worth clients and prospects.Key Responsibilities:Develop and implement comprehensive wealth plans for clients,...


  • Chicago, Illinois, United States ECG Resources, Inc. Full time

    ECG Resources, Inc. is seeking a highly skilled Wealth Management Professional to join their team and provide exceptional service to their UHNW clients.The ideal candidate will have a strong background in financial planning and/or high-net-worth tax experience, with a focus on providing excellent client service and working closely with senior advisors to...


  • Chicago, Illinois, United States BMO Financial Group Full time

    Job SummaryWe are seeking a highly skilled and experienced Wealth Management Professional to join our team at BMO Financial Group. As a key member of our wealth management team, you will be responsible for providing exceptional client service and developing strategic relationships with high net worth individuals and families.Key ResponsibilitiesDevelop and...


  • Chicago, Illinois, United States BMO Financial Group Full time

    Job SummaryWe are seeking a highly skilled and experienced Wealth Management Specialist to join our team at BMO Financial Group. As a key member of our wealth management team, you will be responsible for providing exceptional client service and delivering tailored financial solutions to high net worth individuals and families.Key ResponsibilitiesDevelop and...


  • Chicago, Illinois, United States BMO US Full time

    Job SummaryWe are seeking a highly skilled and experienced Wealth Management Director to join our team at BMO US. As a key member of our wealth management team, you will be responsible for providing exceptional client service and developing strategic relationships with high net worth individuals and families.Key ResponsibilitiesDevelop and execute business...


  • Chicago, Illinois, United States BMO Financial Group Full time

    Job SummaryWe are seeking a highly skilled and experienced Wealth Management Professional to join our team at BMO Financial Group. As a key member of our wealth management team, you will be responsible for providing exceptional client service and building strong relationships with high net worth individuals.Key ResponsibilitiesDevelop and execute business...


  • Chicago, Illinois, United States Atticus Recruiting Inc Full time

    Confidential Wealth Management Partner OpportunityWe are conducting a confidential search for a large international law firm seeking to add a Wealth Management Partner to its Chicago office.The ideal candidate will possess strong technical skills in complex estate planning and estate and trust administration. A portable business with a transferable client...