About this role
Wealth Advisory Analyst - Vigilant Wealth Management at Hightower. Location: Portland, Maine, United States. Role: supporting advisors, preparing presentations, onboarding clients Requirements: 0-5 years wealth management experience preferred; bachelor\u0002s degree in finance/economics a plus; proficiency in Microsoft Office; open to learning Tamarac Suite; CRM experience and strong communication skills required. Category: Finance and Accounting Seniority: No Prior Experience Required Tools: Microsoft Office, Tamarac Suite, SalesForce, WebEx, Schwab Institutional, Wealthscape Commitment: Full Time Workplace: Hybrid Languages: English