Wealth Planning Analyst
mid$60K – $80K
via Ashby
About this role
The Wealth Planning Analyst is an essential member of the wealth management team and serves as the starting point in the advisor career path. This role supports licensed advisors by coordinating client meetings, conducting research, preparing financial plans, and assisting with follow-up activities necessary for effective client wealth management. The Wealth Planning Analyst builds strong technical, analytical, and client service skills as part of their professional development toward becoming a licensed advisor.
Essential Duties and Responsibilities:
· Communicate with clients by answering basic questions, assisting with account access, and explaining reports or statements in a clear and professional manner.…
What we'd score you on
reqspace match rubricFive dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.
1
Skills match
We compare your skills against the role requirements.
2
Level fit
This role is mid-level. We check your trajectory against it.
3
Domain experience
Your work in the role's domain matters more than your years total. We weight recent and direct experience.
4
Recency
A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.
5
Location fit
This role is based in a specific location. We weight your proximity and willingness to relocate.
Score yourself on this role.
Free · no card · written explanation included