Wealth Management Analyst

Location
Bethesda, Maryland (US)
Salary
Salary commensurate with experience
Posted
15 Oct 2021
Closes
14 Nov 2021
Job Function
Wealth Management
Industry Sector
Investment Bank
Employment Type
Full Time

POSTING DATE:  Sep 10, 2021

PRIMARY LOCATION:  Americas-United States of America-Maryland-Bethesda

EDUCATION LEVEL:  Refer to Position Description

JOB:  Wealth Management

EMPLOYMENT TYPE:  Full Time

JOB LEVEL:  Professional

 

DESCRIPTION

POSITION SUMMARY:

The Wealth Management Analyst participates in overall business development of clientele.  The Wealth Management Analyst may also designand produce strategy reports, synthesize client/prospect data to develop customized financial plans, design tailored reporting for new and existing clients and create and execute marketing strategies to attract new clients.

 

DUTIES and RESPONSIBILITIES:

  • Designs and produces strategy reports and other types of communications for Advisors to use with clients and prospects as part of the overall marketing initiative
  • Synthesizes client/prospect data to develop customized financial plans/asset allocation proposals utilizing the Firm’s proprietary software tools

  • Independently improves and streamlines the service model and operational procedures for the team

  • Identifies practice management opportunities through various Firm channels

  • Independently assists clients with market and stock research

  • Independently develops,implements, and communicates new procedures, products, and portfolio enhancements to high net worth clients

  • Prepares performance measurement for clients, which involves computing account performance,analyzing investment portfolio holdings, and generating quarterly investment performance monitors

  • Develops presentation materials and proposals to assist Advisors in obtaining clients’ business

  • May participate inclient/account meetings

  • Provides individualized recommendations to the Advisor regarding client situations by analyzing Advisor’s book of business and identifying new business opportunities

  • Works with clients on the execution of orders in Brokerage and Advisory accounts

 

QUALIFICATIONS

EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:

 

Education and/or Experience

  • Minimum of 5 years of post-high school education and/or work experience in a field relevant to the position required

  • Four-year college degree or professional certification preferred

  • Active Series 7, 63 and 65 or Series 7 and 66

  • Additional product licenses may be required

 

Knowledge/Skills

  • Financial industry and product knowledge preferred

  • Ability to measure performance of clients’ portfolios

  • Effective written and verbal communication skills

  • Knowledge of applicable compliance rules and regulations and firm policies

  • Able to work independently and effectively on a team

  • Demonstrated leadership skills

  • Strong knowledge of MS tools including Word, Excel and PowerPoint

 

REPORTS TO:

  • Business Service Manager with potential dotted line to the Group Director

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