Wealth Analyst

Responsibilities

• Assist in creating comprehensive and accurate investment plans using eMoney®.
• Present, discuss, and update eMoney investment plans with and to clients.
• Collaborate with the team to formulate client meeting agendas prior to each meeting.
• Execute follow‑up items from each client meeting to help ensure best‑in‑class service.
• Build trusted relationships with clients and prospects over the telephone, in writing, and in person.
• Address client needs in a timely manner.
• Produce strategy, planning, and performance reports relevant to the client relationship and service model.

• 2+ years’ professional experience; financial industry experience preferred.
• 3 personal references.
• Finra Series 7 and Series 66 preferred; must attain licenses within the first 90 days of employment.
• eMoney experience preferred.
• Bachelor’s degree in Business, Finance, Accounting, or related field.
• CPA, CFA, or CIMA preferred.
• Exceptional written and verbal communication skills.
• Must be organized, able to multi‑task, and be detail‑oriented.

Entry level

Full‑time

Finance and Sales

• Medical insurance
• Vision insurance
• 401(k)