Wealth Management Analyst*

Company: SupportFinity---
Location: San Francisco
Posted on: May 24, 2025

Job Description:

Position SummaryWealth Management Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As a key member of the service team, this role will focus on assisting in areas such as digital marketing, portfolio holdings and/or proposal tools, financial planning, reporting and analysis.DUTIES And RESPONSIBILITIESClient Support:

• Assisting the FA/PWA/team in delivering against their client service model, including preparing for regular meetings and tracking follow-ups.
• Providing backup coverage for traditional registered or unregistered Client Service Associate responsibilities at the request of the client and/or FA/PWA/team.
• Remaining current on all policies, procedures and new platforms.Business Development & Operational Support:
  • Assisting the FA/PWA/team in organizing around and executing against their business plan.
  • At the direction of FA/PWA/team, executing against all administrative elements of digital and in-person marketing strategies.
  • At the request of the client and/or FA/PWA/team, preparing and reviewing various client reports or financial plans.
  • At the request of the client and/or FA/PWA/team, assisting with research using firm-approved systems.
  • At the request of FA/PWA/team, participating in existing client and/or prospective client meetings.
  • Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management.EDUCATION, EXPERIENCE, KNOWLEDGE, And SKILLSEducation and/or Experience:
    • 2+ years of work experience in a field relevant to the position required.
    • Four-year college degree or professional certification preferred.
    • Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required.
    • Additional product licenses may be required.Knowledge/Skills:
      • Knowledge of financial services products.
      • Technically proficient and quick learner of new and updated platforms.
      • Detail oriented with superior organizational skills and ability to prioritize.
      • Expert knowledge of basic personal computer, MS Office (particularly MS Excel) and internet applications.
      • Exceptional writing, interpersonal and client service skills.
      • Strong time management skills.
      • Team player with the ability to collaborate with others.
      • Ability to work in a fast-paced, evolving environment.
      • Adaptable and ability to multi-task.
      • Goal oriented, self-motivated and results driven.Reports To:
        • Business Service Officer.
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Keywords: SupportFinity---, Novato , Wealth Management Analyst*, Professions , San Francisco, California