Senior Wealth Analyst

This is a fully remote position, open to applicants in United States.

📋 Description

• Evaluate, model, analyze, and adjust investment portfolios.

• Cultivate a strong understanding of investments, markets, and financial planning.

• Generate balance sheets, allocation reports, performance reports, cash flow analyses, Monte Carlo simulations, and various client reports.

• Support all facets of client service, which includes but is not limited to spreadsheets, analyses, correspondence, tax documentation, emails, presentations, and data entry.

• Develop and present proposals and inventories to prospective clients.

• Specialize in one of the core disciplines/tools (such as technology, concepts, etc.).

⛳️ Requirements

• A Bachelor’s degree in Finance, Accounting, Economics, or a related field is required.

• An advanced degree, designations, and/or certifications are preferred (such as CPA, CFP, MBA, etc.).

• Relevant demonstrated experience may be considered in lieu of preferred educational qualifications.

• At least 3 years of experience in a similar role is required.

• Series 65 is mandatory (Series 7 or 66 may be accepted as a substitute). Must be obtained within three months of employment.

🏝️ Benefits

• Health insurance

• 401(k) matching

• Flexible work hours

• Paid time off

• Professional development opportunities