Job description
Job Description
As an integral part of the firm's wealth management business, the Investment Analyst works closely with the Wealth Advisor and Team Lead in providing support across all client and prospect relationships. The Analyst is primarily responsible for building financial plans, preparing client and prospect deliverables, and trading client accounts.
Responsibilities
Responsibilities and essential job functions include but are not limited to the following:
• Build and maintain comprehensive financial plans, including retirement projections, education savings analysis, and cash flow modeling.
• Create and prepare client and prospect deliverables, including proposals, portfolio reviews, and presentation materials, prior to meetings.
• Trade client accounts, including stocks, ETFs, mutual funds and fixed income, and execute portfolio rebalancing.
• Participate in the portfolio review/monitoring process, supporting cash flow and tax considerations associated with client portfolios.
• Any other duties as requested by the Wealth Advisor or Team Lead.
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