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PWM Wealth Management Analyst
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$50,000 - $105,000 a year
Full-time
- The Wealth Management Analyst focuses on servicing clients by understanding their investment objectives and working in partnership with the Financial Advisor / Private Wealth Advisor to deliver solutions.
- Engages in interactive dialogue with clients and prospects to determine investment objectives, current portfolio status, risk tolerance, and other information necessary to craft comprehensive financial strategy in conjunction with the Financial Advisor / Private Wealth Advisor
- Develops Statement of Investment Policy Statements for clients in coordination with Financial Advisor / Private Wealth Advisor
- Manages events, webinars and seminars by organizing, marketing and setting up the venue in collaboration with the Financial Advisor / Private Wealth Advisor
- Provides tailored recommendations to the Financial Advisor / Private Wealth Advisor about specific client situations and opportunities to consider
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