Wealth Advisory Analyst: Junior Planner & Client Builder

Hightower Advisors; Portland (ME); Hybrid; USD 51,000 - 69,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

HSA and FSA options

401(k)

Employer-paid life and disability

Generous PTO

Mentorship from experienced advisors

Early exposure to client meetings

Training on wealth management tools

Job summary

Hightower Advisors in Portland, ME or Portsmouth, NH is seeking an early-career Wealth Advisory Analyst to join our team. You will work directly with experienced Wealth Advisors and Client Relationship Associates to support client planning and advisory work with a focus on financial planning and relationship building.

This hybrid position offers work-from-home flexibility and regular travel between offices for team meetings and client work, reporting to the Principal.

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.

Responsibilities

• Prepare for client, prospect, and center-of-influence meetings.
• Create and update client wealth plans, meeting materials, and required paperwork.
• Support onboarding of new clients and coordination with custodians for onboarding.

Skills

Bachelor's degree in finance, economy,

Clear written and verbal communication

Interest in wealth management

Professional judgment and discretion

Comfort learning new technology

Team-oriented collaboration

Education

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

Tools

Microsoft Office (Excel, PowerPoint)

Salesforce

Tamarac

Schwab

Fidelity

Job description

Hightower Advisors in Portland, ME or Portsmouth, NH is seeking an early-career Wealth Advisory Analyst to join our team. You will work directly with experienced Wealth Advisors and Client Relationship Associates to support client planning and advisory work with a focus on financial planning and relationship building.

This hybrid position offers work-from-home flexibility and regular travel between offices for team meetings and client work, reporting to the Principal.