Archer
Analyst for Strategic Wealth Management
Job Description
Archer seeks a Financial Analyst to support its wealth management strategies for high-net-worth clients. This role emphasizes analytical performance while working towards a future advisory position.
In this capacity, you'll report to an Advisor Manager, facilitating the execution of personalized financial strategies. Prepare analyses and accompany advisors in meetings, directly impacting client satisfaction and retention through your support and expertise.
Key Responsibilities:
• Conduct financial analyses and projections for clients
• Assist in the implementation of financial strategies
• Join advisors during client meetings for documentation
• Analyze ETFs for strategy suitability and risk
• Review portfolio performance quarterly
Requirements:
• BA in finance, accounting, or related areas
• At least 1-year experience in financial services
• Knowledge of securities is beneficial
• Strong analytical, communication, and interpersonal skills
• Bilin...
In this capacity, you'll report to an Advisor Manager, facilitating the execution of personalized financial strategies. Prepare analyses and accompany advisors in meetings, directly impacting client satisfaction and retention through your support and expertise.
Key Responsibilities:
• Conduct financial analyses and projections for clients
• Assist in the implementation of financial strategies
• Join advisors during client meetings for documentation
• Analyze ETFs for strategy suitability and risk
• Review portfolio performance quarterly
Requirements:
• BA in finance, accounting, or related areas
• At least 1-year experience in financial services
• Knowledge of securities is beneficial
• Strong analytical, communication, and interpersonal skills
• Bilin...