Wealth Management Analyst – Client Services & Growth

PowerToFly; New York (NY); On-site; USD 68,000 - 120,000; Full time

Benefits offered by this job

Comprehensive employee benefits

Opportunity for career growth

Supportive team environment

Job summary

A leading financial services firm is looking for a Wealth Management Analyst to provide exceptional client service and support Financial Advisors. The role involves organizing business strategies, assisting in client interactions, and executing marketing initiatives. Ideal candidates need 2+ years of experience, a relevant degree, and active financial licenses such as Series 7 and 66. The position offers strong career growth within a collaborative team environment.

Qualifications

• 2+ years of work experience in a relevant field required.
• Active Series 7 (GS), Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required.
• Four-year college degree or professional certification preferred.

Responsibilities

• Provide excellent client support and assist Financial Advisors.
• Organize and execute business plans in collaboration with market stakeholders.
• Assist in digital and traditional marketing strategies.

Skills

Financial services knowledge

MS Office proficiency

Exceptional interpersonal skills

Strong time management

Detail-oriented

Education

Four-year college degree or professional certification

2+ years of relevant work experience

Active Series 7 and Series 66 or Series 63 and Series 65

Tools

MS Excel

Job description

A leading financial services firm is looking for a Wealth Management Analyst to provide exceptional client service and support Financial Advisors. The role involves organizing business strategies, assisting in client interactions, and executing marketing initiatives. Ideal candidates need 2+ years of experience, a relevant degree, and active financial licenses such as Series 7 and 66. The position offers strong career growth within a collaborative team environment.