Wealth Analyst

Rothschild Wealth Partners is seeking a detail-oriented Wealth Analyst to directly support advisors and their clients. This role spans the full client experience — from building financial plans and executing trades to serving as a primary point of contact for client service — and is central to delivering the clear, high-touch service our clients expect. This role is based out of our Phoenix, AZ office, with light travel to our Chicagoland (Oak Brook, IL) office for training. Lead the client onboarding process to create a seamless, high-touch experience, ensuring all required documentation is completed and systems are updated accurately. Execute client investment account orders and assist with building financial plans, while continuously analyzing new investment opportunities. Process and manage investment applications for clients, ensuring accuracy and adherence to industry compliance standards. Set up and manage AI agents as client service tools, building automated workflows for portfolio monitoring and client communications. Serve as the primary point of contact for clients, upholding Rothschild's high standard of responsive, attentive client service. Proactively identify issues, research solutions, and bring thoughtful recommendations to advisors and clients. Maintain detailed records of client interactions, transactions, and service requests within Salesforce. Collaborate with advisors to identify and implement solutions aligned with client investment needs and goals. What You'll Bring Prior experience in wealth management or the broader financial services industry. Active securities licenses (Series 7 and 66, or equivalent). Comfortable learning and implementing new technology, including AI agents, and a desire to discover efficiencies in established processes. Experience using industry CRM for tracking client interactions and financial planning software for modeling client plans. Strong attention to detail with the ability to manage a high volume of concurrent tasks and client requests, prioritizing effectively in a fast-paced environment. Bonus Qualifications Experience with the Schwab RIA platform. Degree in Finance or a related field (CFP curriculum preferred). #J-18808-Ljbffr Rothschild Wealth Partners