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Wealth Management Analyst
Job Description
Onsite
A well-established and family-owned wealth-management firm based in Naples, FL is seeking an analytical and organized Wealth Management Analyst to join their team. This role focuses on portfolio analysis, rebalancing, and supporting financial advisors with meeting preparation and data analysis. The ideal candidate possesses strong analytical skills, is skilled with numbers, and has experience in financial services. This position is perfect for someone who is eager to learn and wants to work in a laid-back, supportive environment.
Wealth Management Analyst Responsibilities:
- Analyze and rebalance client portfolios to align with client goals and risk tolerances
- Prepare detailed financial reports, balance sheets, and budgets for client reviews
- Manage the preparation process for annual client meetings, including data collection, entry, and analysis
- Collaborate with financial advisors on portfolio recommendations involving mutual funds, variable price annuities, and other investment products
- Gather and update asset values, such as real estate and art collections, and coordinate with custodians to ensure accurate account data
- Utilize software tools to support financial planning and analysis
- Contribute to a seamless client experience by assisting in meeting preparation and providing analytical support for clients with high net worth
Wealth Management Analyst Requirements:
- Minimum of 2 years of experience in financial services, RIA or broker-dealer preferred
- Strong proficiency in Microsoft Excel and Microsoft Office Suite
- Analytical mindset with a love for numbers and data-driven decision-making
- Exceptional organizational and time management skills
- Bachelor s degree in finance, accounting, or a related field is preferred but not required
- A proactive attitude, eagerness to learn, and ability to work collaboratively in a supportive environment
Benefits:
- Competitive salary based on experience
- Employer contributions to a 401(k) with a profit-sharing bonus
- PTO with sick leave and paid holidays, including a floating holiday
- Health insurance with a percentage of individual premiums covered
- Growth opportunities into advanced portfolio management roles
- Bi-annual cost-of-living increases and long-term milestone bonuses
Apply now!
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