Series 65 Senior Wealth Analyst

Job Summary

Working remotely in a full-time capacity, the Senior Wealth Analyst will provide technical support to the Ultra High Net Worth advisory team by conducting data gathering, investment analysis, and plan presentations for complex client portfolios.

Key responsibilities

• Review, model, analyze, and rebalance investment portfolios
• Create balance sheets, allocation reports, performance reports, and cash flow analyses
• Assist in all aspects of client service, including preparing proposals and participating in strategy discussions

Required qualifications

• Bachelor's degree in Finance, Accounting, Economics, or a similar field required
• Minimum of 3 years of experience in a similar role required
• Series 65 required (Series 7 or 66 may be used as a substitute)
• Advanced degree or certifications (CPA, CFP, MBA) preferred
• Demonstrated related experience may substitute for preferred education