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Financial Analyst-Wealth Management

Kforce Finance and Accounting New York Full-Time
$75,000.00 - $95,000.00 / year
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Kforce has a client is a dynamic, rapidly growing Wealth Management firm located in Midtown Manhattan, New York (NY). They are seeking a Wealth Management Analyst to provide technical and analytical support for the firm's Senior Advisors. Duties include analysis, identification of client needs/obstacles, development of recommendations, investment research and portfolio analysis, and preparation for client/prospect meetings. Responsibilities:
  • Financial Planning
  • Analyze client assets, income, cash needs, goals
  • Complete cash flow projections with alternative scenarios, including insurance needs analyses
  • Identify client Financial Planning issues/deficiencies related to Retirement Planning, Estate Planning, Tax Planning, Insurance (Life, Disability and Long-Term Care), and provide recommendations/solutions
  • Execute recommendations/solutions by managing and facilitating implementation of action items
  • Attend client meetings
  • Responsible for meeting preparation, participation, taking detailed notes, and working with Senior Advisor and Operations team to follow-up on outstanding items
  • Run performance reports using Orion and updating drafts of Estimated Net Worth statements in E-Money
  • Prepare periodic reports, statements and other documents as requested by Senior Advisors
Portfolio/Investment Management:
  • Provide investment recommendations based on rebalancing and tax loss harvesting opportunities in client accounts
  • Provide recommendations in instances of cash withdrawals/additions; All activities should take into consideration tax implications
  • Review all trades (post-trade) to execution was proper and accurate
  • Review Prior Day Client account transactions
  • Analyze prospect/client outside accounts and create second opinion analyses using Morningstar Direct and additional resources
  • Research and develop new and improved client presentation tools
  • Monitor client investment vehicles/portfolios


  • Bachelor's degree (in Financial Planning, Accounting or Economics preferred)
  • Big 4 experience highly preferred
  • Experience in Financial Planning, Tax Preparation, Asset Management, or related field
  • CFPx Designation preferred; If not already acquired, CFPx certification will be required within 2 years of joining firm; Additional certifications are encouraged
  • Skilled in Microsoft Office Suite
  • Strong analytic and communication (written and verbal) skills are a must
  • Detail oriented with ability to multi-task
  • Comprehensive investment knowledge is preferred
Kforce is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, protected veteran status, or disability status.

Recommended skills

Retirement Planning
Modern Portfolio Theories
Wealth Management
Investment Management
Financial Planning
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Job ID: FAAQG1791160


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