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Wealth Advisory Analyst - Vigilant Wealth Management @ Hightower

Portland or PortsmouthOnsiteFull TimePosted 26 days ago

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About this role

Wealth Advisory Analyst - Vigilant Wealth Management at Hightower. Location: Portland or Portsmouth. Role: supporting advisors, preparing materials, onboarding clients Requirements: Bachelor's degree required; recent graduate/early-career candidates preferred. Strong communication, discretion, teamwork, and willingness to learn industry platforms and advisory workflows. Category: Finance and Accounting Seniority: Entry Level Tools: Microsoft Office, Microsoft Excel, Microsoft PowerPoint, CRM, Salesforce, Tamarac, Schwab, Fidelity, WebEx Commitment: Full Time Workplace: Hybrid Languages: English

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Wealth Advisory Analyst - Vigilant Wealth Management at Hightower | ResuMinder Jobs