Wealth Management Financial Analyst Role

Join Archer as a Wealth Management Financial Analyst where your expertise in finance will shape customized strategies for affluent clients. This role is pivotal in providing analytical support and facilitating client relationships.
As the Financial Analyst, you will work closely with the Advisor Manager, being a vital support pillar for advisors. Your responsibilities will include preparing presentations for client meetings and aiding in implementing financial strategies, all aimed at maximizing client wealth and enhancing their financial journey.
Key Responsibilities:
• Prepare client-ready financial analyses and presentations
• Support advisors in executing financial strategies
• Participate in client meetings and documentation
• Analyze and review model portfolio ETFs
• Monitor economic news for informed decisions
Requirements:
• University degree in finance or similar
• Minimum 1 year of financial services experience
• Knowledge of securities and fi...