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myCIO Wealth Partners is a Comprehensive, Independent and Objective Wealth Management firm that provides investment and tax services to high net worth individuals, families and institutions managing over $12 billion dollars of client overall assets. myCIO Wealth Partners is one of the largest Independent Wealth Management firms in the country and is a leader in objective financial planning and investment advisory advice.
We are looking for organized, energetic and smart individuals to join and participate in our unprecedented growth.
Position Overview:
Our Wealth Management and Planning Analyst works with Senior Analysts and Advisors to assist with the wealth management and financial planning needs of clients. This position is responsible for providing support to Advisors including daily account administration, investment proposal and performance review preparation, as well as assisting in preparing deliverables that cover all areas of Financial Planning. The role will have a strong focus on administration of client relationships including account openings, alternative investment subscriptions, and various custodian-related paperwork.
Key Areas of Responsibility:
Compile monthly & quarterly reports on portfolio performance
Monitor and update client asset allocations
Perform due diligence on investment mutual funds, ETF's, separate account managers, and hedge funds
Prepare and coordinate materials for client meetings
Compile quarterly tax projections
Preparation and/or review of select client income tax returns (Forms 1040, etc).
Support the Partners and their team by providing operational functions such as:
o Money movement (i.e. wire and journals)
o Account creation and maintenance
o Ad hoc project management
o Portfolio performance updates
o CRM database management
Qualifications:
0 to 2 years of relevant experience
Completed or pursuing CFP, CFA or similar designation
Bachelors degree or higher from an accredited university; major in financial planning business, accounting, finance, or economics preferred
Strong interest in investment advisory and general financial planning services
Excellent written & verbal communications skills
Excellent computer skills, including Excel, Word, Power Point. Experience with Tamarac, eMoney, Zephyr, Portfolio Center desirable but not necessary
Reliable, follows through on commitments; a self-starter when it comes to new challenges
Must be organized, detail-oriented and able to manage and prioritize tasks
Able to work under pressure and meet deadlines in a fast-paced, demanding environment
myCIO rewards its team members hard efforts with attractive salaries and top tier performance bonus and profit sharing plans.
by Jobble
Full Time
$71k-91k (estimate)
04/25/2024
05/11/2024
mycio.se
Philadelphia, PA
<25
Business Services
The following is the career advancement route for Financial Planning Analyst positions, which can be used as a reference in future career path planning. As a Financial Planning Analyst, it can be promoted into senior positions as a Financial Analyst III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Financial Planning Analyst. You can explore the career advancement for a Financial Planning Analyst below and select your interested title to get hiring information.