Wealth Management Analyst POST NUMBER: 485487
Wealth Management Analyst
Position Overview
We are seeking a motivated and career-driven Wealth Management Analyst to join our growing team. This is an excellent opportunity for a recent graduate or early-career professional interested in personal finance, investments, financial planning, and helping clients achieve their long-term financial goals.
The Wealth Management Analyst will work closely with advisors and senior team members to support client relationships, investment research, financial planning activities, and day-to-day operations. This role offers extensive training, mentorship, and a clear career path within wealth management.
Responsibilities
- Assist advisors with financial planning and investment management activities
- Prepare client meeting materials, reports, and presentations
- Analyze financial data and assist in developing personalized financial strategies
- Support portfolio reviews and investment research
- Maintain and update client records and financial information
- Coordinate account openings, transfers, and service requests
- Monitor client portfolios and prepare performance summaries
- Communicate with clients regarding account needs and documentation
- Stay informed on market trends, economic developments, and investment products
- Provide exceptional client service and administrative support
Qualifications
- Bachelor's degree in Finance, Accounting, Economics, Business, or related field
- Recent graduates encouraged to apply
- Strong interest in financial planning, investments, and wealth management
- Excellent communication and relationship-building skills
- Strong analytical and problem-solving abilities
- Proficiency with Microsoft Excel and other Microsoft Office applications
- High attention to detail and organizational skills
- Ability to manage multiple priorities in a fast-paced environment
- Pursuit of CFP®, CFA®, or other industry certifications is a plus
What We're Looking For
- A client-focused professional who enjoys helping others succeed financially
- Strong work ethic and willingness to learn
- Curious, coachable, and driven to grow professionally
- Positive attitude and collaborative mindset
EEO Notice
Vaco by Highspring is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race (including but not limited to traits historically associated with race such as hair texture and hair style), color, sex (includes pregnancy or related conditions), religion or creed, national origin, citizenship, age, disability, status as a veteran, union membership, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, political affiliation, or any other protected characteristics as required by federal, state or local law.
Vaco by Highspring and its parents, affiliates, and subsidiaries are committed to the full inclusion of all qualified individuals. As part of this commitment, Vaco by Highspring and its parents, affiliates, and subsidiaries will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact HR@vaco.com.
Vaco by Highspring also wants all applicants to know their rights that workplace discrimination is illegal.
Representation Notice
By submitting to this position, you agree that you will be giving Vaco by Highspring the exclusive right to present your as a candidate for the foregoing employment opportunity. You further agree that you have represented information about yourself accurately and have not affirmatively misrepresented your qualifications. You also agree to maintain as confidential, to the fullest extent permitted by law, any information you learn from Vaco by Highspring about the position and you will limit disclosure of information about the position only to the extent necessary to perform any obligations in furtherance of your application. In exchange, Vaco by Highspring agrees to exercise reasonable efforts to represent you through all solicitation, job screening and resume dispersal.
For residents of Ontario, Canada: Based on Highspring’s discussions with its Client, Highspring’s understanding is that this position for employment is a current vacancy (either through Highspring as a contractor or with the client directly).
Privacy Notice
Vaco by Highspring and its parents, affiliates, and subsidiaries (“we,” “our,” or “Vaco by Highspring”) respects your privacy and are committed to providing transparent notice of our policies.
- California residents may access Vaco by Highspring HR Notice at Collection for California Applicants and Employees here.
- Virginia residents may access our state specific policies here.
- Residents of all other states may access our policies here.
- Canadian residents may access our policies in English here and in French here.
- Residents of countries governed by GDPR may access our policies here.
Additionally, submissions to this position are subject to the use of AI to perform preliminary candidate screenings, focused on ensuring minimum job requirements noted in the position are satisfied. More details about Vaco by Highspring’s use of AI can be found here (https://www.highspring.com/ai-use-notices/). Further assessment of candidates beyond this initial phase will be conducted by recruiters and hiring managers. Vaco by Highspring does not know and cannot opine on if its client’s use of AI products in hiring.
Pay Transparency Notice
Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to:
- the individual’s skill sets, experience and training;
- licensure and certification requirements;
- office location and other geographic considerations;
- other business and organizational needs.
With that said, as required by local law, Vaco by Highspring believes that the following salary range referenced above reasonably estimates the base compensation for an individual hired into this position in geographies that require salary range disclosure. The individual may also be eligible for discretionary bonuses.