Wealth Analyst

Responsibilities Assist in creating comprehensive and accurate investment plans using eMoney®. Present, discuss, and update eMoney investment plans with and to clients. Collaborate with the team to formulate client meeting agendas prior to each meeting. Execute follow‑up items from each client meeting to help ensure best‑in‑class service. Build trusted relationships with clients and prospects over the telephone, in writing, and in person. Address client needs in a timely manner. Produce strategy, planning, and performance reports relevant to the client relationship and service model. Minimum Qualifications 2+ years’ professional experience; financial industry experience preferred. 3 personal references. Finra Series 7 and Series 66 preferred; must attain licenses within the first 90 days of employment. eMoney experience preferred. Bachelor’s degree in Business, Finance, Accounting, or related field. CPA, CFA, or CIMA preferred. Exceptional written and verbal communication skills. Must be organized, able to multi‑task, and be detail‑oriented. Seniority level Entry level Employment type Full‑time Job function Finance and Sales Benefits Medical insurance Vision insurance 401(k) #J-18808-Ljbffr Shepard Wealth Advisors