Wealth Advisory Analyst - Vigilant Wealth Management

Job Summary Vigilant Wealth Management, a growing wealth management practice with approximately $3.8 billion under management as of June 2026, is looking for a Wealth Advisory Analyst to join our team and begin a career in wealth management. You will work closely with a team of Wealth Advisors and CRAs to deliver our wealth planning value proposition to clients who are high net worth individuals and families. This hybrid position is based in our Portland, ME office and includes work from home, with occasional travel between the two offices. You will report to the Principal. What You’ll Do Provide direct support of Wealth Advisors and their books of business Ensure the Wealth Advisor is prepared for all client/COI/prospect meetings Assist with the creation and updating of client wealth plans, prepare presentations and other paperwork Assist with completion of inbound wealth planning tasks Be an active participant in the Wealth Advisory Committee and Sales Committee Begin creating a multi‑year business development plan to start building a personal network Assist with onboarding of new clients, preparing account opening documents, working with clients and the custodian to provide an accurate and expeditious onboarding process Manage internal client files, ensuring all data is current and accurate Work with clients and related parties to process all manner of transactions including account opening, money movements, gifting, transfers of assets between custodians, and other account maintenance needs Interface with the teams at Schwab Advisor Center and Fidelity, downloading and uploading forms, monitoring and verifying changes in the system, resolving issues and staying current with changing procedures Work with our professional advisors, including CPAs, estate attorneys, insurance agents and others Input and track client‑related data; ensure consistency and integrity across all technology platforms Aid in client retention by providing exceptional client service; track and monitor client service standards and prompt Wealth Advisor to take action as needed Manage Wealth Advisers’ calendars, schedule and organize activities and meetings, coordinate travel needs Monitor publications to identify prospective clients and discover information about existing clients, locate opportunities for marketing events, attend off‑site events as appropriate Understand and implement practice compliance responsibilities Skills and Requirements Proficient in Microsoft Office suite Knowledge of or open to learning the Tamarac Suite (portfolio accounting software) SalesForce (CRM), WebEx, and Schwab Institutional and Fidelity’s Wealthscape websites a plus Strong oral and written skills Well‑developed presentation skills Attention to detail as it relates to composing, typing and proofing materials Resourceful, analyzing and solving problems in a proactive manner Ability to exercise discretion with regard to confidential information and client‑sensitive situations; position requires tact and diplomacy Ability to work beyond standard office hours and attend off‑site events, as necessary, while managing and accounting for work time What You’ll Bring Four‑year college degree with a background in finance or economics a plus 0‑5 years experience in the wealth management industry Expectation to begin CFP® program imminently upon hiring Experience with CRM related software a plus Experience with Schwab and Fidelity Advisor platforms a plus What We Offer Fantastic office location in downtown Portsmouth & Portland Annual base salary of $60,000 plus bonus plan Excellent benefits Health, dental & vision insurance HSA & FSA options 401(k) Employer‑paid life and disability insurance Generous PTO plan Bi‑annual company events Equal Opportunity Employer Statement AN EQUAL OPPORTUNITY EMPLOYER: Hightower is an equal opportunity employer and does not discriminate based on race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer‑related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law. U.S. Citizenship Requirement You are a U.S. citizen, U.S. permanent resident or have other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future. #J-18808-Ljbffr Hightower Advisors