Financial Analyst & Client Service Specialist

Join a growing, high-performing wealth management team and play a key role in delivering exceptional client experiences and investment outcomes. The Financial Analyst & Client Service Specialist will support client service, investment analysis, financial planning, and operational excellence as an important member of Wales Wealth Management Group.

This position supports the firm's wealth management, investment analysis, portfolio administration, and financial planning activities. The ideal candidate is intellectually curious, analytically minded, highly organized, and enjoys problem solving, working with financial data, and maintaining a consistently high level of accuracy. Successful candidates possess a proactive mindset and demonstrate strong attention to detail, sound judgment, dependability, and a commitment to excellence in execution.

They are comfortable analyzing data, identifying trends and correlations, tracking progress and outcomes, and operating independently while collaborating effectively within a team environment. Adherence to the highest standards of professionalism, ethics, and confidentiality is essential.

• Provide operational, analytical, and technical support to financial advisors.
• Process and oversee investment trades, account transactions, transfers, distributions, and other client service requests.
• Conduct investment and market research to support portfolio reviews, investment recommendations, and client meetings.
• Prepare performance reports, investment analyses, and advisor meeting materials.
• Gather and organize client financial planning data and assist in preparing financial planning analyses.
• Maintain accurate client records and documentation while ensuring compliance with firm policies and regulatory requirements.
• Coordinate with advisors, clients, home office personnel, and third-party professionals to facilitate timely completion of client requests.
• Protect client confidentiality and sensitive financial information.

• Exceptional attention to detail, precision, and commitment to accuracy.
• Strong analytical, critical thinking, and problem-solving skills.
• Ability to analyze data, identify trends and correlations, and support data-driven decision making.
• Highly organized with the ability to manage multiple priorities and deadlines.
• Dependable, self-motivated, and proactive with strong ownership and follow-through.
• Strong proficiency with technology and Microsoft Office, particularly Excel.
• Excellent written and verbal communication skills.
• Positive attitude, intellectual curiosity, and commitment to continuous improvement.

• Bachelor's degree in Finance, Economics, Accounting, Business, Financial Planning, or a related field.
• Strong academic achievement and demonstrated interest in financial markets, investing, and wealth management.
• Series 7 and 63/66 registrations and Life & Health Insurance licenses are preferred, but not required.
• New hires will be expected to obtain all required licenses within the first 120 days of employment, with licensing and examination costs covered by the firm.

• The firm supports ongoing professional development, including sponsorship of required industry licensing and CFP® education and designation opportunities.
• Office hours are Monday through Friday, 8:00 a.m. to 5:00 p.m. This is an in-office position.
• Competitive salary commensurate with qualifications and experience, along with a comprehensive benefits package that includes paid time off, 401(k) matching, health insurance, and disability insurance. Certain benefits may be subject to eligibility and waiting period requirements.