Wealth Advisory Analyst - Vigilant Wealth Management

Wealth Advisory Analyst - Vigilant Wealth Management

1 Monument Sq, Portland, ME 04101, USA

Posted Monday, June 8, 2026 at 5:00 AM

Your Future Team

Vigilant Wealth Management, a growing wealth management practice with approximately $3.8 billion under management as of June, 2026, is looking for a Wealth Advisory Analyst to join our 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 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)
• Sales Force (CRM), Web Ex, and Schwab Institutional and Fidelity's Wealthscape websites a plus
• Strong oral and written 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
• 0-5 years experience in the wealth management industry
• Expectation to begin CFP® program imminently upon hiring
• 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
• Annual base salary of $60,000 plus bonus plan
• HSA & FSA options
• 401K
• Employer-paid Life and Disability Insurance
• Generous PTO plan
• Bi-annual company events

Hightower’s Story

Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, and 401(k) consulting and cash management services to corporations. Hightower's capital…