Entry-Level Wealth Advisory Analyst (Hybrid)

Hightower Advisors; Portsmouth (NH); Hybride; USD 54 000 - 66 000; Plein temps

Avantages offerts par ce poste

Base salary $60,000

Health, dental, and vision insurance

401(k)

Generous PTO

Mentorship from experienced advisors

Résumé du poste

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 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,

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

Responsabilités

• 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

Connaissances

Clear communication

Interest in wealth management

Professional judgment

Team collaboration

Formation

Bachelor's degree in finance, economics, business, accounting, or a related field

Outils

CRM systems

Salesforce

Tamarac

Schwab

Fidelity

WebEx

Planning software

Description du poste

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 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,