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Wealth Management Analyst*

Company: CTI Education Group
Location: Providence
Posted on: February 23, 2021

Job Description:

Job Description - Wealth Management Analyst* (3164733) Job Description Wealth Management Analyst* Job Number: 3164733 Posting Date : Jan 27, 2021 Primary Location : Americas-United States of America-Rhode Island-Providence 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 EOE committed to diversifying its workforce.

Keywords: CTI Education Group, Providence , Wealth Management Analyst*, Executive , Providence, Rhode Island

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