Wealth Analyst

Rothschild Wealth Partners; Phoenix (AZ); On-site; USD 70,000 - 110,000; Full time

Job summary

Rothschild Wealth Partners seeks 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.

Based in our Phoenix, AZ office with light travel to our Chicagoland (Oak Brook, IL) office for training, this position emphasizes onboarding, investment

Qualifications

• 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.

Responsibilities

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

Skills

Wealth management experience

Securities licenses (Series 7 & 66)

CRM experience

Education

Finance degree or CFP curriculum

Tools

Salesforce CRM

Financial planning software

Job description

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.

What You'll Bring

• 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.

Bonus Qualifications

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