Entry-Level Wealth Advisory Analyst (Hybrid)

Colonial Group; Portsmouth (NH); Hybrid; USD 50,000 - 65,000; Full time

Benefits offered by this job

Base salary

Bonus plan

Health insurance

HSA

FSA

401(k)

Life insurance

Disability insurance

PTO

Mentorship

Job summary

Vigilant Wealth Management, a Hightower advisory practice, is hiring an early-career Wealth Advisory Analyst to join our Portland, ME or Portsmouth, NH team. This hybrid role targets recent graduates pursuing a long-term career in wealth management with emphasis on planning and client relationships.

You will learn from seasoned Wealth Advisors, contribute to wealth plans, and support onboarding, meetings, and client service workflows across custodians like Schwab and Fidelity.

Qualifications

• Bachelor's degree in finance, economics, business, accounting, or related field
• Clear written and verbal communication
• Interest in wealth management or client advisory work
• Ability to handle confidential client information with discretion

Responsibilities

• Assist Wealth Advisors with client meetings, materials, and planning documents
• Support onboarding and account-opening tasks with custodians
• Help maintain client files and ensure data accuracy across platforms
• Coordinate meeting preparation, scheduling, and follow-up for advisors
• Support CRM, planning tools, and compliance processes
• Engage with CPAs, estate attorneys, and other centers of influence

Skills

Bachelor's degree

Communication

Wealth management

Professional judgment

Tech savvy

Team player

Education

Bachelor's degree in finance/economics/business

Tools

Salesforce

Tamarac

Schwab

Fidelity

WebEx

Planning software

Job description

Vigilant Wealth Management, a Hightower advisory practice, is hiring an early-career Wealth Advisory Analyst to join our Portland, ME or Portsmouth, NH team. This hybrid role targets recent graduates pursuing a long-term career in wealth management with emphasis on planning and client relationships.

You will learn from seasoned Wealth Advisors, contribute to wealth plans, and support onboarding, meetings, and client service workflows across custodians like Schwab and Fidelity.