Wealth Management Planning Analyst – Growth & Tax Prep

myCIO Wealth Partners; Philadelphia (Philadelphia County); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Competitive salary

Bonus & profit sharing

Job summary

myCIO Wealth Partners is seeking an organized, energetic Wealth Management and Planning Analyst to assist Senior Analysts and Advisors with client needs, reports, and financial planning deliverables.

The role emphasizes administration of client relationships, account openings, and custodian paperwork, with opportunities to contribute to investment and tax planning for high-net-worth clients.

Qualifications

• 0–2 years of relevant experience is preferred.
• Bachelor's degree or higher from an accredited university; major in financial planning, accounting, finance, or economics preferred.
• Completed or pursuing CFP®, CFA or similar designation.
• Strong interest in investment advisory and general financial planning services.
• Excellent written & verbal communications skills.
• Excellent computer skills including Excel, Word, Power Point.

Responsibilities

• Compile monthly & quarterly reports on portfolio performance.
• Monitor and update client asset allocations.
• Perform due diligence on investment mutual funds, ETFs, separate account managers, and hedge funds.
• Prepare and coordinate materials for client meetings.
• Compile quarterly tax projections.
• Preparation and/or review of select client income tax returns (Forms 1040, etc).
• Support the Partners and their team with operational functions such as money movement, account creation and maintenance, ad hoc project management, and CRM database management.

Skills

0-2 years experience

Communication skills

Organizational skills

Self-motivation

Ability to work under pressure

Interest in investment advisory

Education

Bachelor's degree or higher (finance-related)

CFP/CFA or related designation in progress

Tools

Tamarac

eMoney

Zephyr

Portfolio Center

Job description

myCIO Wealth Partners is seeking an organized, energetic Wealth Management and Planning Analyst to assist Senior Analysts and Advisors with client needs, reports, and financial planning deliverables.

The role emphasizes administration of client relationships, account openings, and custodian paperwork, with opportunities to contribute to investment and tax planning for high-net-worth clients.