Client Analyst for RIA - Hybrid

Please apply here and reach Jennifer Fukumae on LinkedIn for prompt consideration!**

Comp: $90-$125k + Bonus + Great Benefits

We are partnering with a Wealth Management firm, a Registered Investment Advisor with 12B+ AUM, provides investment advice to ultra-high net worth families.

Responsibilities:

• Collaborate with the Advisory Group, Investment Department, and Client Services Team to gain expertise and actively engage in all aspects of the wealth management process.
• Collect and organize client data, including personal and financial goals, to support comprehensive planning.
• Review and analyze client financial documents to assess their current financial position.
• Assist in creating and developing client financial plans, investment policy statements, and detailed portfolio reports.
• Support the execution and ongoing monitoring of client financial plans, coordinating efforts with external advisors such as estate attorneys, CPAs, and insurance professionals.

Requirements:

• Strong communication working with high net worth individuals
• One of the following: Series 65, 7, 66
• 1.5+ years of financial planning

**Please apply here and reach Jennifer Fukumae on LinkedIn for prompt consideration!**