Private Wealth Management Analyst

Title: Private Wealth Management Analyst Location: St. Louis, MO (Hybrid) Pay: $21/hr on W2 Private Wealth Management Analyst Join our dynamic team as a Private Wealth Management Analyst, where you will play a vital role in cultivating and managing high-net-worth client relationships within a prestigious private banking environment. This position offers a unique opportunity to develop technical expertise in private banking while honing your client-facing skills to advance toward an Associate Advisor role. Immerse yourself in personalized financial analysis and strategic growth initiatives that make a real impact on clients’ financial futures. What You’ll Do: Solicit, develop, manage, and retain high-net-worth client relationships Support Private Bankers by providing in-depth financial statement analysis using advanced planning tools Develop prospecting strategies, manage pipeline, and identify new business opportunities Contribute to client retention and growth through tailored financial strategies Engage in on-the-job training focused on the technical and interpersonal skills vital for a future advisory role Required Skills: Bachelor's degree or equivalent work experience Up to three years of related experience in financial services or a comparable field Strong analytical skills and proficiency with financial planning tools Excellent interpersonal and communication abilities Nice to Have Skills: Prior experience in private banking, wealth management, or financial advisory services Knowledge of financial statement analysis and planning software Experience building client relationships and prospecting new business Preferred Education and Experience: Bachelor's degree in Finance, Economics, Business, or a related field Recent graduates or professionals with up to three years of relevant experience are encouraged to apply Other Requirements: Ability to dedicate time to training and development opportunities A proactive attitude toward building and maintaining client relationships Commitment to diversity, equity, and inclusion in the workplace The hourly pay rate range for this position is $16.00 to $21.00 (dependent on factors including but not limited to client requirements, experience, statutory considerations, and location). Benefits available to full-time employees: medical, dental, vision, disability, life insurance, 401k and commuter benefits. Synergis is proud to be an Equal Opportunity Employer. We value diversity and do not discriminate on the basis of race, color, ethnicity, national origin, religion, age, gender, gender identity, political affiliation, sexual orientation, marital status, disability, military/veteran status, or any other status protected by applicable law. Qualified applicants with arrest or conviction records will be considered for employment in accordance with the requirements of applicable state and local laws, including but not limited to, the San Francisco Fair Chance Ordinance, the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. Synergis is a workforce solutions partner serving thousands of businesses and job seekers nationwide. Our digital world has accelerated the need for businesses to build IT ecosystems that enable growth and innovation along with enhancing the Total Experience (TX). Synergis partners with our clients at the intersection of talent and transformation to scale their balanced teams of tech, digital and creative professionals. Learn more about Synergis at #J-18808-Ljbffr Synergis