Senior Wealth Analyst
Job Description
Job Description
We are looking for a Senior Wealth Analyst to join a client-focused wealth management team in Boston, Massachusetts. In this role, you will help deliver a high-quality experience for high-net-worth clients by supporting financial planning, investment analysis, and ongoing service needs. This position offers the chance to work closely with experienced advisors, strengthen technical planning capabilities, and grow within a collaborative environment.
Responsibilities:• Develop financial planning materials, investment reviews, and client-facing reports to support personalized wealth strategies.
• Coordinate meeting preparation by organizing account information, assembling planning documents, and tracking follow-up items after client conversations.
• Gather and evaluate financial data to identify insights that inform recommendations across cash flow, investments, and broader planning needs.
• Contribute to reviews involving tax considerations and estate planning topics in partnership with senior advisors and other specialists.
• Assist with increasingly sophisticated planning initiatives as experience grows, helping advance comprehensive advice for clients.
• Maintain strong day-to-day relationships with clients by responding to service requests and ensuring a thorough, attentive experience.
• Support administrative and service activities tied to private wealth accounts while helping keep client records accurate and current.
• Expand industry connections through networking and relationship-building efforts that enhance visibility within the wealth management community.
• At least 2–3 years of experience in financial planning, private wealth management, or a related client service role.
• Demonstrated ability to analyze financial information and translate findings into clear, well-organized deliverables.
• Strong verbal and written communication skills with the confidence to interact professionally with high-net-worth clients and internal partners.
• Experience using financial planning software and wealth management technology platforms; familiarity with firm-specific tools is a plus.
• Excellent organizational skills with the ability to manage multiple priorities while maintaining accuracy and follow-through.
• High standards of professionalism, sound judgment, and discretion when handling sensitive client information.
• Close attention to detail and a commitment to delivering consistent, high-quality client service.
If you'd like to learn more, email Thatiane Abrantes with an updated resume.
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