Hybrid Wealth Advisory Analyst - Start Your Wealth Career

Colonial Group; Portland (ME); Híbrido; USD 50.000 - 65.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Annual base salary plus bonus

Health, dental, vision insurance

HSA and FSA options

401(k)

Mentorship from experienced advisors

Early exposure to client meetings

Descripción de la vacante

Vigilant Wealth Management, a Hightower advisory practice, is seeking an early-career Wealth Advisory Analyst to join our Portland, ME or Portsmouth, NH team. This hybrid role is ideal for a recent college graduate eager to build a long-term career in wealth planning and client advisory work, with supervision from experienced Advisors and relationships with Support staff.

You will learn wealth planning, client services, account onboarding, and how high-net-worth families are advised, preparing

Formación

• Bachelor's degree in finance, economics, business, accounting or 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.

Responsabilidades

• Prepare for client, prospect, and center-of-influence meetings with advisors.
• Create and update client wealth plans, meeting materials, and required paperwork.
• Support inbound wealth planning tasks and participate in advisory committees.
• Onboard new clients by preparing account-opening documents and coordinating with custodians.
• Learn custodial platforms (Schwab/Fidelity) to support account openings and transfers.
• Maintain internal client files and ensure data accuracy across systems.
• Collaborate with CPAs, estate attorneys, and other centers of influence.
• Coordinate advisor/client workflows and meeting preparation.
• Support client retention by tracking service standards and follow-ups.
• Monitor publications to identify prospective clients and networking opportunities.
• Develop professional networking skills and client relationship-building.
• Understand and follow compliance, confidentiality, and client-service responsibilities.

Conocimientos

Bachelor's degree

Clear written/verbal comms

Interest in wealth mgmt

Professional judgement

Tech platforms

Collaborative work

Educación

Bachelor's degree in finance, economics, business, accounting

Herramientas

Salesforce

Tamarac

Schwab

Fidelity

WebEx

Planning software

Descripción del empleo

Vigilant Wealth Management, a Hightower advisory practice, is seeking an early-career Wealth Advisory Analyst to join our Portland, ME or Portsmouth, NH team. This hybrid role is ideal for a recent college graduate eager to build a long-term career in wealth planning and client advisory work, with supervision from experienced Advisors and relationships with Support staff.

You will learn wealth planning, client services, account onboarding, and how high-net-worth families are advised, preparing