Wealth Management Analyst

3 weeks ago

Richmond, 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.

  • 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, VA, 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

    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...

  • 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...

  • Retirement Plan Relationship Manager

    1 month 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...

  • Wealth Manager

    2 months ago

    richmond, United States Creative Planning Full time

    The Wealth Manager works directly with clients to develop and implement strategies to address their financial, investment, insurance, tax and estate planning needs. They are responsible for business development and client retention. The Wealth Manager is the point person for all client relationships and must have the ability to present the services offered...

  • Wealth Manager

    4 days ago

    richmond, United States Creative Planning Full time

    The Wealth Manager works directly with clients to develop and implement strategies to address their financial, investment, insurance, tax and estate planning needs. They are responsible for business development and client retention. The Wealth Manager is the point person for all client relationships and must have the ability to present the services offered...

  • Wealth Management Professional

    4 weeks ago

    Richmond, Virginia, United States Garry Executive Search Full time

    Opportunity for a Wealth Management AdvisorGarry Executive Search is working with a top-tier wealth management firm seeking an experienced Wealth Management Advisor to join their team. This is an exciting opportunity for a driven professional passionate about helping clients achieve their financial goals through personalized planning and investment...

  • 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 Associate

    4 weeks ago

    Richmond, Illinois, United States Beacon Pointe Advisors Full time

    Beacon Pointe Advisors is a leading Registered Investment Advisor with a strong presence in the industry. We are seeking a highly skilled Associate Wealth Advisor to join our team in Skokie, IL. The ideal candidate will possess excellent communication and organizational skills, with a strong ability to work in a fast-paced environment. Key responsibilities...

  • Senior Wealth Management Associate

    4 weeks ago

    Richmond, Virginia, United States Beacon Pointe Advisors Full time

    Job Title: Associate Wealth AdvisorAbout the Role:We are seeking a highly skilled and motivated individual to join our team as an Associate Wealth Advisor. As a key member of our wealth management team, you will be responsible for providing exceptional client service, assisting in investment management, and supporting the daily operations of our...

  • Wealth Management Professional

    4 weeks ago

    Richmond, Virginia, United States Garry Executive Search Full time

    Garry Executive Search is partnering with a leading wealth management firm to find a seasoned Financial Planning Specialist. This is an exciting opportunity for a driven professional who is passionate about delivering tailored financial solutions to clients.Key Responsibilities:Develop and maintain long-term relationships with clients by providing customized...

  • Senior Wealth Management Associate

    3 weeks ago

    Richmond, California, United States Beacon Pointe Advisors Full time

    Job Description:We are seeking a highly skilled Associate Wealth Advisor to join our team at Beacon Pointe Advisors. As a key member of our wealth management team, you will be responsible for providing exceptional client service, assisting in investment management, and supporting the administrative aspects of client service.Responsibilities: Provide...

  • 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 Document Custody Specialist

    7 days ago

    Richmond, California, United States Truist Inc Full time

    Job Summary:The Wealth Document Custody Analyst will be responsible for maintaining full custodial control of original documents for securitized GNMA, FNMA, FHLMC, FHLB loans as well as for private loans. The successful candidate will ensure that all collateral documents are received, certified, stored, and released in accordance with Agency guidelines.Key...

  • Business Analyst

    3 weeks ago

    Richmond, California, United States Federal Reserve Bank Full time

    About the OpportunityThe Federal Reserve Bank is seeking a highly skilled Business Analyst to join our team. As a Business Analyst, you will play a key role in collaborating with leading tech professionals to strengthen and protect our economic, financial, and payments systems.You will provide research and analysis to identify appropriate solutions and...