Wealth Analyst

Rothschild Wealth Partners is seeking a detail-oriented Wealth Analyst to directly support advisors and their clients. This role spans the full client experience — from building financial plans and executing trades to serving as a primary point of contact for client service — and is central to delivering the clear, high-touch service our clients expect. This role is based out of our Phoenix, AZ office, with light travel to our Chicagoland (Oak Brook, IL) office for training.

• Lead the client onboarding process to create a seamless, high-touch experience, ensuring all required documentation is completed and systems are updated accurately.
• Execute client investment account orders and assist with building financial plans, while continuously analyzing new investment opportunities.
• Process and manage investment applications for clients, ensuring accuracy and adherence to industry compliance standards.
• Set up and manage AI agents as client service tools, building automated workflows for portfolio monitoring and client communications.
• Serve as the primary point of contact for clients, upholding Rothschild's high standard of responsive, attentive client service.
• Proactively identify issues, research solutions, and bring thoughtful recommendations to advisors and clients.
• Maintain detailed records of client interactions, transactions, and service requests within Salesforce.
• Collaborate with advisors to identify and implement solutions aligned with client investment needs and goals.

• Prior experience in wealth management or the broader financial services industry.
• Active securities licenses (Series 7 and 66, or equivalent).
• Comfortable learning and implementing new technology, including AI agents, and a desire to discover efficiencies in established processes.
• Experience using industry CRM for tracking client interactions and financial planning software for modeling client plans.
• Strong attention to detail with the ability to manage a high volume of concurrent tasks and client requests, prioritizing effectively in a fast-paced environment.

• Experience with the Schwab RIA platform.
• Degree in Finance or a related field (CFP curriculum preferred).