Wealth Advisory Analyst

7 days ago

Portland, ME, United States HighTower Full time
Your Future Team:

Vigilant Wealth Management, a growing wealth management practice with approximately $3.3 billion under management as of October 2025, is looking for a Wealth Advisory Analyst to join our talented team and begin a career in wealth management. You will work closely with a team of Wealth Advisors and CRAs to deliver our wealth planning value proposition to clients who are high net worth individuals and families. You will have a great opportunity to learn the industry with the goal of advancing down a wealth management career path.

This is a hybrid position, based in our Portland, ME or Portsmouth, NH office and work from home, with occasional travel between the two offices. You will report to the Principal.

What You'll Do:
  • Direct support of Wealth Advisors and their books of business
  • Ensure the Wealth Advisor is prepared for all client/COI/prospect meetings
  • Assist with the creation and updating of client wealth plans, prepare presentations and other paperwork
  • Assist with completion of inbound wealth planning tasks
  • Be an active participant in the Wealth Advisory Committee and Sales Committee
  • Begin creating a multi-year business development plan to start creating a personal network
  • Assist with the onboarding of new clients, preparing account opening documents, working with clients and the custodian to provide an accurate and expeditious onboarding process
  • Manage internal client files, ensuring all data is current and accurate
  • Work with clients and related parties to process all manner of transactions including account opening, money movements, gifting, transfers of assets between custodians, and other account maintenance needs
  • Interface with the teams at Schwab Advisor Center and Fidelity, downloading and uploading forms, monitoring and verifying changes in the system, resolving issues and staying current with changing procedures
  • Work with our professional advisors, including CPAs, Estate Attorneys, Insurance Agents and others
  • Input and track client related data; ensure consistency and integrity across all technology platforms
  • Aid in client retention by providing exceptional client service; track and monitor client service standards and prompt Wealth Advisor to take action as needed
  • Manage your Wealth Advisors' calendars, schedule and organize activities, meetings, coordinate travel needs
  • Monitor publications to identify prospective clients and discover information about existing clients, locate opportunities for marketing events, attend offsite events as appropriate
  • Understand and implement practice compliance responsibilities
Skills and Requirements:
  • Proficient in Microsoft Office suite
  • Knowledge of or open to learning the Tamarac Suite (portfolio accounting software),
  • SalesForce (CRM), WebEx, and Schwab Institutional and Fidelity's Wealthscape websites a plus
  • Strong oral and written skills
  • Well-developed presentation skills
  • Attention to detail as it relates to composing, typing and proofing materials
  • Resourceful, analyzing and solving problems in a proactive manner•
  • Ability to exercise discretion with regard to confidential information and client sensitive situations; position requires tact and diplomacy
  • Ability to work beyond standard office hours and attend offsite events, as necessary, while managing and accounting for work time
What You'll Bring:
  • Four year college degree with a background in finance or economics a plus
  • Experience with CRM related software is a plus
  • Experience with Schwab and Fidelity Advisor platforms is a plus
What We Offer:
  • Fantastic office location in downtown Portsmouth & Portland
  • Great compensation package and bonus plan
  • Excellent benefits
  • Health, Dental & Vision Insurance
  • HSA & FSA options
  • 401K
  • Employer-paid Life and Disability Insurance
  • Generous PTO plan
  • Bi-annual company events


Our Story

Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401(k) consulting and cash management services to corporations. Hightower's capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve their financial vision. Based in Chicago with advisors across the U.S., we operate as a registered investment advisor (RIA).

AN EQUAL OPPORTUNITY EMPLOYER: Hightower is an equal opportunity employer and does not discriminate based on race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law.

You are a U.S. citizen, U.S. permanent resident or have other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future

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