POSITION PURPOSE:
This is an outstanding opportunity to work for one of the top ranked financial institutions in the country. In this position you will be a member of the Wealth Management department.
We are looking for a dynamic Financial Wealth Management Analyst to provide analytical support to Financial Advisors.
EDUCATION / EXPERIENCE REQUIREMENTS:
Bachelor degree in finance, accounting, economics, tax, or quantitative analysis preferred
May have prior work experience in the financial or investment fields
KNOWLEDGE AND SKILLS REQUIREMENTS:
Advanced user of MS Excel
Experience performing financial and quantitative analysis
Effectively prioritizes, communicates and manages workflow and meets deadlines
Effective written and verbal communication skills
Flexible; adapts to new tasks and responsibilities
Thorough and attentive to details
Self-motivated; works hard and follows through
Performs high-quality, accurate work
Demonstrates strong cooperation and a positive attitude
RESPONSIBILITIES:
Efficiently and accurately use proprietary computer programs and models
Obtain client data and use it to effectively prepare financial analyses required to address the client's specific situation
Prepare federal and state estimated income tax vouchers
Maintain strong analytical skills in financial, numerical, economic and other areas of financial planning.
Accurately assess what is important for each client, prepare written and oral reports concerning each client’s financial situation, and develops new ideas for client’s investment strategies.
Assist financial advisor in determining appropriate course of action regarding investments and taxes, when appropriate
Send follow up letters to clients and respond to client calls, when appropriate
Understand and communicate client performance reporting
Ensure investment strategies are implemented
Monitor client account transactions and objectives
Oversee and ensure completion of meeting follow up tasks
Complete forms, applications, wire transfers and investment trade requests
Assist financial advisor with compliance measures
Attend meetings with financial advisors and client(s), when appropriate
Other duties as assigned
Work Location:
Work Remotely
Deadline for applications is July 31, 2024
Job Type: Full-time
Pay: $50,000.00 - $75,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Dependent care reimbursement
- Employee assistance program
- Employee discount
- Flexible spending account
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Professional development assistance
- Referral program
- Retirement plan
- Tuition reimbursement
- Vision insurance
Weekly schedule:
- Monday to Friday
- No weekends
Work setting:
Education:
Experience:
- Microsoft Excel: 2 years (Required)
License/Certification:
Work Location: In person