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Analyst - Wealth Management (Part-time)

Claire Myers Consulting

Analyst - Wealth Management (Part-time)

San Rafael, CA
Part Time
Paid
  • Responsibilities

    Our client is a well-established, boutique financial planning firm that provides insurance and investment solutions for its clients. They offer competitive compensation, full benefits, generous personal time allowances, incredible professional growth opportunities, and a mission statement to be proud of.

    They are growing and in need of a part-time Analyst in their San Rafael office.

    Responsibilities

    • Works closely with the Chief Operations Officer (COO) to assess firm analytics as well as provide recommendations as needed.
    • Assist the COO by providing reports and other data analytics.
    • Data mining to provide visibility into the Company's client base, helping identify areas of opportunity to improve efficiencies and revenue growth.
    • Master each of the Company's technology platforms including, but not limited to: Gateway (IFG), Orion, TD Ameritrade, Redtail (CRM).
    • Work on research projects using Morningstar, Yahoo Finance, etc.
    • Perform initial prospect analysis based on FPQ and client statements.
    • Makes recommendations on new technology systems and tools to support the Company's growth and revenue goals.
    • Maintain excel spreadsheets as needed for compliance with the Company's WSP's.
    • Work with the Chief Compliance Officer to strengthen the Company's compliance and audit program.
    • Prepare Kwanti report, portfolio grid, portfolio pie chart, and narrative summary of case specifics
    • Maintain notes, status, and communication log in Redtail (CRM)

    Qualifications

    • 2-5 years of experience as an Analyst
    • Comfortable with large data sets
    • Comfortable making recommendations based on findings
    • Bachelors degree
    • Track record of success in past roles
    • A high degree of initiative and very detail-oriented

    Compensation

    • $50-65+ per hour. 20-25 hours per week