Wealth Management Analyst

LHH is seeking a dedicated Wealth Management Analyst to join our wealth management client in downtown Columbus. This onsite, direct hire role is pivotal in supporting our advisors by providing thorough account analysis and preparing financial reports. The ideal candidate will have a keen eye for detail, a passion for finance, and the ability to work collaboratively in a dynamic environment. If you're looking to grow your career in financial planning and make a tangible impact within a supportive team, we encourage you to apply.Key Responsibilities:Provide comprehensive account analysis to support the wealth management team.Assist in the development of financial plans and reports for clients.Collaborate with senior financial planners to understand client needs and objectives.Conduct research on financial products and strategies.Prepare and maintain client documentation and records. Qualifications:Bachelor's degree in Finance, Economics, or a related field.5 years of wealth management experienceStrong analytical and problem-solving skills.Excellent communication and interpersonal abilities.Detail-oriented with a commitment to accuracy and precision.Pay Details: $75,000.00 to $80,000.00 per yearSearch managed by: Jessica Robbins Equal Opportunity Employer/Veterans/DisabledTo read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:The California Fair Chance ActLos Angeles City Fair Chance OrdinanceLos Angeles County Fair Chance Ordinance for EmployersSan Francisco Fair Chance Ordinance

Created: 2024-10-19