Wealth Portfolio Analyst (Entry Level)

HFS Wealth Advisors LLC; Cleveland (OH); On-site; USD 50,000 - 70,000; Full time

Job summary

HFS Wealth Advisors seeks an entry‑level Portfolio Administrator to support the CIO and Client Advisors in managing client portfolios and delivering sophisticated financial planning. The role offers a unique opportunity to grow with a team focused on retirement, education and legacy planning through comprehensive wealth management advice.

You will develop high-value skills while interacting closely with clients and advisors, with a path toward professional credentials such as the CFA and

Qualifications

• Bachelor’s degree required; finance/economics preferred.
• Active Series 7 and Series 66 licenses or willingness to obtain within specified timelines.
• Strong Excel skills and familiarity with CRM platforms.
• Excellent written and verbal communication; collaborative.
• Detail-oriented, analytical, and committed to client confidentiality.

Responsibilities

• Portfolio Execution & Rebalancing: manage client allocations and rebalance per investment models and risk tolerances.
• Trading & Cash Management: place trades and monitor portfolio cash balances.
• Client Liaison & Problem Solving: act as bridge between advisors, administration, and clients to resolve inquiries and facilitate transfers.
• Financial Analysis & Reporting: build analyses, 401(k) and HSA reviews, tax planning spreadsheets, cost-basis reports, proposals.
• Operational Excellence: maintain models, handle ad hoc requests, and deliver precise reports for advisor workflows.
• Compliance & Continuous Improvement: stay ahead of regulations and identify improvements to internal processes.

Skills

Advanced Excel

CRM familiarity

Financial analysis

Education

Bachelor's degree in Finance or Economics

Tools

CRM platforms

Trading software

Job description

HFS Wealth Advisors seeks an entry‑level Portfolio Administrator to support the CIO and Client Advisors in managing client portfolios and delivering sophisticated financial planning. The role offers a unique opportunity to grow with a team focused on retirement, education and legacy planning through comprehensive wealth management advice.

You will develop high-value skills while interacting closely with clients and advisors, with a path toward professional credentials such as the CFA and