Wealth Management Analyst: Client Services & Growth

PowerToFly; Denver (CO); On-site; USD 68,000 - 120,000; Full time

Benefits offered by this job

Medical benefits

401(k) plan

Paid Time Off

Disability and Life Insurance

Job summary

A renowned financial services firm is seeking a Wealth Management Analyst to provide exceptional service to clients. You will assist Financial Advisors in client management and business development processes, which includes organizing marketing strategies and preparing client reports. The ideal candidate must have a four-year degree, relevant experience, and Series 7 and 66 licenses. This position offers a competitive salary range and comprehensive benefits, allowing for a dynamic career within a supportive environment.

Qualifications

• 2+ years work experience in a relevant field.
• Active Series 7 and Series 66 or 63 and 65 required.
• Four-year degree or professional certification preferred.

Responsibilities

• Assist Financial Advisors in client service and business development.
• Organize and execute digital and in-person marketing strategies.
• Prepare and review client reports or financial plans.

Skills

Knowledge of financial services products

Technically proficient

Detail oriented

Exceptional writing skills

Strong time management

Team player

Goal oriented

Education

Four-year college degree or professional certification

Active Series 7 and Series 66 or 63 and 65

Tools

MS Office (especially MS Excel)

Job description

A renowned financial services firm is seeking a Wealth Management Analyst to provide exceptional service to clients. You will assist Financial Advisors in client management and business development processes, which includes organizing marketing strategies and preparing client reports. The ideal candidate must have a four-year degree, relevant experience, and Series 7 and 66 licenses. This position offers a competitive salary range and comprehensive benefits, allowing for a dynamic career within a supportive environment.