Wealth Analyst

Responsibilities

• Research and input data related to financial projections and investment analysis
• Support client service teams to ensure client experience exceeds expectations
• Develop essential communication, technical, and social skills to support client relationships
• Work under close supervision and guidance with narrowly defined limits of authority
• Attend networking events and begin to build relationships in the community
• Seek to learn and develop skills
• Follow through on requests and communicate delays

• Basic level knowledge of financial planning, investment, and client relationship skills
• Technology proficiency:
  Salesforce, portfolio accounting software, Docu Sign, Microsoft Suite, planning software
• Experience with custodian interaction
• Effective oral and written communication skills
• Strong attention to detail with a high degree of accuracy and consistency
• High standards of professionalism and confidentiality
• Bachelor’s degree in a related field and working toward obtaining CFP credentials
• Typically 0-3 years’ experience
• Competencies:
  
  Accessibility, Communication, Coordination, Follow Through, Proactive Service

This position is overtime exempt and is paid according to the laws of the State of Colorado. The pay range for this position is $60,300–$74,000 USD per year. The range reflects experience, skills, knowledge, abilities, education, licensure, certifications, and other business needs. Salary offers are determined based on final candidate qualifications and experience.

The role requires working in an office environment, including prolonged periods of sitting at a desk and working on a computer. It may also require lifting up to 15 pounds. The position is required to work onsite four days per week.

• 401(k) plan with employer matching
• Four medical plan options generously subsidized by the company
• Employer‑paid dental, vision, and life & AD&D insurance
• Employer‑paid short‑term and long‑term disability
• Paid maternity and parental leave
• Flexible spending accounts and health savings accounts
• Dependent care FSA
• Commuter & transit FSA
• Corporate discount program – Perkspot
• Training reimbursement
• Paid professional designations
• Volunteer days to give back to the community

We are an equal opportunity employer. All candidates will be recruited and, if applicable, selected and employed without regard to sex, race, religion, marital status, veteran status, age, national origin, sexual orientation, gender identity, color, creed, ancestry, disability, genetic information, or any other basis prohibited by law.