3mo
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Wealth Management Analyst
San Francisco, California, United States
$68k-$120k/yr OnsiteFull Time
2+ YOE2+ years relevant experience; active Series 7 and Series 66 or Series 63+65 required; four-year degree preferred; proficiency with Microsoft Excel and MS Office; knowledge of financial products and strong client service skills.
Microsoft Excel, Microsoft Office, MS Online
2w
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Wealth Management Analyst
Los Angeles, California, United States
$75k-$110k/yr OnsiteFull Time
2+ YOEBachelor's degree required, 2+ years relevant experience, SIE/Series 7/66 (or 63/65) preferred, CFP preferred, strong client service, Microsoft Excel/PowerPoint and financial planning software proficiency.
Microsoft Excel, Microsoft PowerPoint, eMoney, MoneyGuidePro, Financial Profiles
3mo
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Wealth Management Analyst
San Francisco, California, United States
$68k-$120k/yr OnsiteFull Time
2+ YOE2+ years in a relevant field; bachelor’s degree preferred; 7/66 or 63/65 licenses required; strong financial knowledge and MS Office proficiency.
MS Excel, MS Office, Firm-approved systems
1mo
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Wealth Advisory Analyst - Vigilant Wealth Management
Portland, Maine, United States
$60k/yr HybridFull Time
0+ YOE0-5 years wealth management experience preferred; bachelor\u0002s degree in finance/economics a plus; proficiency in Microsoft Office; open to learning Tamarac Suite; CRM experience and strong communication skills required.
Microsoft Office, Tamarac Suite, SalesForce, WebEx, Schwab Institutional, Wealthscape
3mo
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Wealth Analyst
Columbus, Ohio, United States
$65k-$72k/yr HybridFull Time
3+ YOE3-5 years wealth management experience; bachelor's in financial planning/finance/business; CFP preferred; strong tax, investments and estate planning knowledge.
eMoney, CRM
1mo
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Wealth Management Operations Analyst
Overland Park, Kansas, United States
OnsiteFull Time
4+ YOE4+ years business experience (4–6 preferred); hands-on experience with Schwab/Fidelity/Raymond James; proficiency with Microsoft Office; Salesforce/Smartsheet preferred; strong attention to detail, communication, audit and compliance support experience.
Schwab, Fidelity, Raymond James, Orion Advisor Technology, Tamarac, Black Diamond, Salesforce, Smartsheet, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
2mo
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Business Analyst - Wealth Management
Schaumburg, Illinois, United States
OnsiteFull Time
5+ YOE5-10 years as a Business Analyst in wealth management/financial services; strong analytical, communication, and agile skills; experience with JIRA/Confluence/SQL/Excel.
JIRA, Confluence, SQL, Excel
2mo
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Governance Risk Compliance Wealth Management Analyst
Hoover, Alabama, United States
$63k-$78k/yr OnsiteFull Time
3+ YOEBachelor’s degree with 3 years in finance, risk, or operations; or high school/GED with 7 years’ experience in the same areas.
GRC platforms, Risk management systems, Regulatory/inventory tooling
3w
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Advice and Financial Planning Wealth Management Analyst
Atlanta or Charlotte or Richmond
$87k-$164k/yr OnsiteFull Time
Advanced professional credential (e.g., JD, CFP, CPA) or equivalent, professional financial planning experience for affluent clients, expert-level knowledge of tax, investments, retirement and estate planning, strong communication and Microsoft Office skills, bachelor’s degree required.
Microsoft Office Suite, WebEx
1mo
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Asset & Wealth Management, Wealth Management Professional, Senior Analyst - Boston
Boston, Massachusetts, United States
OnsiteFull Time
2+ YOEBachelor's degree; 2-4 years client service/financial industry experience; SIE, Series 7 and 63 required within 3 months; fast-paced environment; strong communication and client service skills.
3w
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Systems Analyst - Wealth Management
Kansas City, Missouri, United States
$27-$36/hr OnsiteFull Time
3+ YOE3+ years in information systems; bachelor’s in information systems or business (or equivalent); experience in helpdesk/desktop/wealth management support preferred; strong customer service, troubleshooting, and communication skills; user access administration and tier 1 support.
2mo
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Change Management Lead Project Analyst
New York City or Boston or Philadelphia
$90k-$110k/yr HybridFull Time
5+ YOELead project analyst for change management with 5+ years PM experience; private wealth/investment mgmt experience preferred; familiarity with portfolio accounting systems and wealth platforms.
FIS Addvantage, SEI Wealth Platform, Charles River Development (CRD), Addepar
2mo
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Lead Analyst, Wealth Management Strategy
Dallas, Texas, United States
OnsiteFull Time
6+ YOE6+ years in wealth management financial analysis; bachelor’s in finance/economics/business; CFA/CFP preferred; expert in financial modeling, data analysis, and reporting tools (Excel, Bloomberg, FactSet).
Excel, Bloomberg, FactSet, Financial modeling
3w
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Private Wealth Analyst / Internal Sales Specialist
New York City, New York, United States
$150k-$175k/yr OnsiteFull Time
2+ YOEBachelor's degree required, ~2+ years financial services experience (wealth management or alternatives distribution), familiarity with alternative investments, CRM experience (Altvia), strong communication and organizational skills, able to work in NYC office 4-5 days/week.
CRM, Altvia
1mo
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Wealth Management Solutions, Portfolio Management Analyst/Associate
New York or Newark
OnsiteFull Time
3+ YOEBachelor's in finance-related field; 3-7 years in financial services; CFA progress preferred but not required; strong portfolio management knowledge.
1w
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Product Analyst, Digital Assets - Wealth Management & Trading Solutions (Hybrid - NYC)
New York, New York, United States
$110k-$115k/yr HybridFull Time
Product research and analysis in digital assets for wealth management and trading; ROI and pricing analysis; strong communication and analytical skills; bachelor’s degree or equivalent required.
1w
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Private Wealth Senior Business Analyst
New York, New York, United States
$175k-$250k/yr OnsiteFull Time
12+ YOE12+ years in wealth management/private banking with experience in process improvement, journey mapping, digital transformation, change management, and leading strategic programs; bachelor’s degree required; certifications (Lean Six Sigma, PMP) a plus.
4d
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Wealth Planning & Investment Analyst
Green Bay, Wisconsin, United States
OnsiteFull Time
0+ YOEUndergraduate degree in business-related field preferred; 0–2 years financial services experience; Series 7 and 66 preferred; strong Excel skills; knowledge of investment and asset management; confidentiality and communication skills.
Microsoft Excel, Salesforce, Orion, Envestnet
1mo
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Operations Analyst Senior - Wealth Management
Pittsburgh, Pennsylvania, United States
OnsiteFull Time
3+ YOEAssociates degree and typically 3+ years related experience; executing transactions, exception identification, process improvement, customer focus, risk management, accuracy and attention to detail.
Workday
1w
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Sr Business Analyst - Banking & Wealth Management- Cleveland, Columbus, Buffalo
Cleveland or Columbus or Buffalo or Dallas
$43k-$152k/yr OnsiteFull Time, Contract
Photon: A financial services employer modernizing its wealth management platform through a multi-phase transformation.
Proven BA skills in gap analysis and requirements documentation, wealth management domain knowledge, Agile experience, Jira, strong communication; SQL and Big Query proficiency preferred.
Jira, SQL, Big Query, Miro, Draw.io, Confluence, Envestnet, Pershing, FIS, MoneyGuidePro, eMoney
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