Wealth Planning Analyst

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.

Responsibilities:

• Communicate with clients by answering basic questions, assisting with account access, and explaining reports or statements in a clear and professional manner.

• Support client service activities, including preparing paperwork, coordinating money movement requests, and processing account maintenance tasks.

• Provide overflow support to Client Service Associates during client onboarding, ensuring account documentation is complete, accurate, and timely.

• Coordinate scheduling for client meetings (both onsite and virtual) and manage related logistics.

• Prepare meeting agendas, assemble supporting materials, and ensure advisors are fully equipped f