Wealth Advisory Analyst - Vigilant Wealth Management
$60,000–$60,000 year
On-sitePortland, Maine, United States or Portsmouth, New Hampshire, United States
Job Summary
Early-career Wealth Advisory Analyst in a hybrid, Portland, ME or Portsmouth, NH setting. You will support Wealth Advisors and their books of business, help prepare client wealth plans and meeting materials, onboard new clients, coordinate with custodians (Schwab, Fidelity) and other professionals, maintain client files, and contribute to the client service lifecycle. The role emphasizes learning how high-net-worth individuals and families are advised, wealth planning, account openings, transfers, and compliant handling of confidential information. Ideal for a recent graduate with strong communication, judgment, and a desire to develop a long-term career in wealth management. Training and mentorship are emphasized, with exposure to various platforms and workflows and opportunities to participate in advisory committees and client-facing activities.
Required Qualifications
- Bachelor's degree in finance, economics, business, accounting, or a related field
- Clear written and verbal communication skills
- Interest in wealth management, financial planning, investments, or client advisory work
- Professional judgment and discretion with confidential client information
- Comfort learning new technology platforms and workflows
- Work collaboratively in a team-oriented environment
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