Wealth Advisory Analyst - Vigilant Wealth Management

Your Future Team

Vigilant Wealth Management, a Hightower advisory practice with approximately $3.8 billion in assets under management as of June, 2026, is hiring an early-career Wealth Advisory Analyst to join our Portland, ME or Portsmouth, NH team. This role is designed for a recent college graduate who wants to build a long-term career in wealth management and client advisory work with a focus on financial planning and relationship building.

You will work directly with experienced Wealth Advisors and Client Relationship Associates, learn how high-net-worth families are advised, support client planning and service work, and build the technical and professional foundation needed to grow into a broader advisory role over time. This is a hybrid position based in either our Portland, ME or Portsmouth, NH office, with work-from-home flexibility and occasional travel between offices for team meetings, training, or client-related work.

You will report to the Principal.

You will be a fit for this role if you are a recent graduate who is intellectually curious, detail-oriented, service-minded, and interested in building a long-term career in wealth management. You do not need prior experience with every system or process listed below. We are looking for strong judgment, professionalism, follow-through, communication skills, and a willingness to learn.

• How high-net-worth individuals and families are served by an independent-minded wealth advisory practice
• How wealth planning, investment portfolios, tax considerations, estate planning, and client goals come together in an advisory relationship
• How advisors prepare for client, prospect, and center-of-influence meetings
• How account onboarding, transfers, money movements, gifting, custodian workflows, and account maintenance operate
• How advisors build trust, retain clients, and grow long-term relationships
• How to use industry platforms, including CRM, custodial, and planning tools
• How compliance, documentation, confidentiality, and data integrity shape the advisory process

• Support Wealth Advisors and their books of business by helping prepare for client, prospect, and center-of-influence meetings
• Help create and update client wealth plans, meeting materials, presentations, and required paperwork
• Support inbound wealth planning tasks and participate in the Wealth Advisory Committee and Sales Committee
• Help onboard new clients by preparing account-opening documents and coordinating with clients, advisors, and custodians for an accurate and efficient onboarding process
• Learn the operational foundation of wealth management by working with custodial platforms such as Schwab and Fidelity to support account openings, money movements, gifting, transfers of assets, and account maintenance
• Maintain internal client files and help ensure client data is current, accurate, and consistent across technology platforms
• Work with related professional advisors, including CPAs, estate attorneys, insurance agents, and other centers of influence
• Help coordinate advisor and client workflows, including meeting preparation, scheduling, follow-up tracking, and ensuring advisors have the information needed to deliver a positive client experience
• Support client retention by helping track client service standards and prompting follow-up
• Monitor publications and public information to identify prospective clients, client-relevant developments, and potential marketing or networking opportunities
• Begin developing professional networking skills and learn how advisors build long-term relationships with clients, prospects, and centers of influence
• Understand and follow our compliance, confidentiality, and client-service responsibilities

Required qualifications:

• Bachelor's degree in finance, economics, business, accounting, or a related field
• Clear written and verbal communication skills
• Interest in wealth management, financial planning, investments, or client advisory work
• Professional judgment and discretion with confidential client information
• Comfort learning new technology platforms and workflows
• Work collaboratively in a team-oriented environment

Helpful, but not required:

• Internship, coursework, or student-organization experience related to finance, investments, accounting, economics, client service, sales, or business development
• Familiarity with Microsoft Office, especially Excel and Power Point
• Exposure to CRM systems, Salesforce, Tamarac, Schwab, Fidelity, Web Ex, or…