Reston, Virginia
(Full Time)
 
DESCRIPTION
POSITION SUMMARY:

The Wealth Management Analyst participates in overall business development of clientele.  The Wealth Management Analyst may also design and 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 in client/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

If interested, APPLY HERE