Wealth Management Analyst
2 weeks ago
Company Overview:
DJM Financial is a leading wealth management organization located in Orange County. Our foundational principles include integrity, respect, collaboration, excellence, trust, and enjoyment. We take pride in fostering a distinctive and outstanding workplace culture at DJM Financial.
Job Title:
Private Wealth Analyst
Role Overview:
The Private Wealth Analyst role at DJM Financial encompasses managing client relationships, conducting financial planning analysis, and working alongside seasoned advisors. Key responsibilities include nurturing client relationships, collecting pertinent data, formulating financial strategies, and delivering insightful recommendations.
Primary Responsibilities:
- Management and Retention of Client Relationships
- Participate in client meetings
- Prepare documentation for client meetings
- Case Management and Client Onboarding
Qualifications:
- Bachelor's degree is preferred
- Financial planning certification is preferred
- Series 7 and 63 investment licenses are mandatory
- 5+ years of industry experience
- Strong analytical and problem-solving capabilities
Compensation & Benefits:
- Competitive base salary
- Incentive compensation structure
- Health, vision, and dental insurance
- Employer-sponsored licensing and professional development opportunities
- Paid Time Off and Holiday Compensation
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